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Schwab Strategic Tr us lrg cap etf shares owned by Fragasso

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Fragasso from 13F filings

Historical chart of Fragasso investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Fragasso consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Fragasso

Quarter filed Position value Share count Share price at filing
2024-03-31 $719k 12k 62.06
2023-12-31 $590k 11k 56.40
2023-09-30 $527k 10k 50.60
2023-06-30 $332k 6.3k 52.37
2023-03-31 $230k 4.8k 48.37

More positions owned by Fragasso

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Sch Us Mid-cap Etf etf (SCHM)
Ishares Msci Usa Quality Facto invalid (QUAL)
Vanguard S&p 500 Etf idx (VOO)
Apple (AAPL)
Ishares Tr usa min vo (USMV)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr (JAAA)
Hartford Fds Exchange Trade total rtrn etf (HTRB)
J P Morgan Exchange-traded F (JEPI)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Berkshire Hathaway (BRK.B)
Amazon (AMZN)
Vanguard Total Bond Market ETF (BND)

View all positions for Fragasso

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Envestnet Asset Management
HPM Partners
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Campbell Wealth Management
Diversified

View all funds holding Schwab Strategic Tr us lrg cap etf