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Schwab Strategic Tr us lrg cap etf shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private 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 Sonoma Private 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $728k 12k 62.06
2023-12-31 $645k 11k 56.40

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Global X Fds Data Ctr Reits (VPN)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Merck & Co (MRK)
At&t (T)
Applied Materials (AMAT)
Apple (AAPL)
Amazon (AMZN)

View all positions for Sonoma Private Wealth

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