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Schwab Strategic Tr us lrg cap etf shares owned by Connectus Wealth

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

Historical chart of Connectus Wealth 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 Connectus Wealth 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 Connectus Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.0M 79k 50.60
2023-06-30 $4.1M 79k 52.37
2023-03-31 $3.9M 80k 48.37
2022-12-31 $3.7M 83k 45.15
2022-09-30 $3.6M 85k 42.35
2022-06-30 $3.7M 84k 44.66

More positions owned by Connectus Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
MasterCard Incorporated (MA)
Alphabet Inc Class C cs (GOOG)
Thermo Fisher Scientific (TMO)
iShares S&P 500 Index (IVV)
Costco Wholesale Corporation (COST)
iShares Lehman MBS Bond Fund (MBB)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
J P Morgan Exchange Traded F ultra shrt (JPST)
Invesco Exchange W&p 500 Qualit equities (SPHQ)

View all positions for Connectus Wealth

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