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Schwab Strategic Tr us lrg cap etf shares owned by Centerpoint Advisors

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

Historical chart of Centerpoint Advisors 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 Centerpoint Advisors 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 Centerpoint Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 824 61.89
2023-12-31 $46k 824 55.83
2023-09-30 $42k 824 50.97

More positions owned by Centerpoint Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&P SML 600 GWT (IJT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Centerpoint Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf