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Schwab Strategic Tr us lrg cap etf shares owned by Nachman Norwood & Parrott

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

Historical chart of Nachman Norwood & Parrott investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Nachman Norwood & Parrott 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 Nachman Norwood & Parrott

Quarter filed Position value Share count Share price at filing
2021-06-30 $380k 3.7k 104.00
2021-03-31 $351k 3.7k 96.16
2020-12-31 $332k 3.6k 91.03
2020-09-30 $294k 3.6k 80.70
2020-06-30 $270k 3.6k 74.14
2019-12-31 $201k 2.6k 76.78

More positions owned by Nachman Norwood & Parrott

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Coca-Cola Company (KO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Pepsi (PEP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Truist Financial Corp equities (TFC)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Nachman Norwood & Parrott

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