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Schwab Strategic Tr us lrg cap etf shares owned by Sierra Summit Advisors

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

Historical chart of Sierra Summit 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 Sierra Summit 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 Sierra Summit Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $278k 4.5k 62.06
2023-12-31 $252k 4.5k 56.40

More positions owned by Sierra Summit Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Intuitive Surgical Com New (ISRG)
Meta Platforms Cl A (META)
Icon SHS (ICLR)
Celsius Hldgs Com New (CELH)
Boston Scientific Corporation (BSX)
MercadoLibre (MELI)
Pfizer (PFE)
Match Group (MTCH)
Shopify Cl A (SHOP)
Advanced Micro Devices (AMD)

View all positions for Sierra Summit Advisors

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