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Schwab Strategic Tr us lrg cap etf shares owned by Team Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Team Financial Group from 13F filings

Historical chart of Team Financial Group 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 Team Financial Group 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 Team Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $18k 324 56.41
2023-09-30 $16k 323 50.56

More positions owned by Team Financial Group

Wt Flt Rt Trsry Etf (USFR)
Wt Us Lrg Fund Etf (EPS)
Wt Us Qlty Div Grwth Fund Etf (DGRW)
Wt U.s. Multifac Fund Etf (USMF)
Wt Us Smlcp Qlty Div Grth Fund Etf (DGRS)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Total Return Bond Etf Etf (PTRB)
Wt Us Value Fund Etf (WTV)
Vanguard St Bond Etf Etf (BSV)
Wt U.s. Midcap Div Fund Etf (DON)
Wt Enh Commdty Stgy Etf (GCC)
Pacer Us Lrg Cp Grwth Etf Etf (COWG)
Spdr Gold Minishares Trust Etf (GLDM)
Pgim Ultra Short Bond Etf Etf (PULS)
Schwab U.s. Lrg-cap Growth Etf Etf (SCHG)

View all positions for Team Financial Group

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf