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Schwab Strategic Tr us lrg cap etf shares owned by Great Lakes Retirement

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

Historical chart of Great Lakes Retirement 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 Great Lakes Retirement 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 Great Lakes Retirement

Quarter filed Position value Share count Share price at filing
2023-12-31 $777k 14k 56.40
2023-09-30 $1.3M 26k 50.60
2023-06-30 $2.6M 49k 52.37
2023-03-31 $2.6M 53k 48.37

More positions owned by Great Lakes Retirement

Spdr Ser Tr Portfolio Agrgte (SPAB)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Fidelity Covington Trust Momentum Factr (FDMO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Visa Com Cl A (V)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Advanced Micro Devices (AMD)

View all positions for Great Lakes Retirement

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