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Schwab Strategic Tr us lrg cap etf shares owned by Round Table Services

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

Historical chart of Round Table Services 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 Round Table Services 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 Round Table Services

Quarter filed Position value Share count Share price at filing
2022-09-30 $350k 8.3k 42.40
2022-06-30 $369k 8.3k 44.71
2022-03-31 $383k 7.1k 53.79
2021-12-31 $300k 2.6k 113.77
2021-09-30 $265k 2.5k 104.04
2021-06-30 $265k 2.5k 104.04

More positions owned by Round Table Services

Ishares Tr Core S&p500 Etf (IVV)
New Mountain Finance Corp (NMFC)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Ishares Tr Rus Mid Cap Etf (IWR)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Apple (AAPL)
Innovator Etfs Tr Emrgng Mkt April (EAPR)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Round Table Services

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf