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Trellis Wealth Advisors »

Schwab Strategic Tr us lrg cap etf shares owned by Trellis Wealth Advisors

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

Historical chart of Trellis Wealth 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 Trellis Wealth 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 Trellis Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$706k	11k	62.06
2023-12-31	$642k	11k	56.40
2023-09-30	$576k	11k	50.60

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Index Fds Total Stk Mkt (VTI)

American Centy Etf Tr Us Eqt Etf (AVUS)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

American Centy Etf Tr Avantis Respon U (AVSU)

Dimensional Etf Trust Us Sustainabilty (DFSU)

American Centy Etf Tr Avantis Responsi (AVSD)

Dimensional Etf Trust International (DFSI)

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Trellis Wealth Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory

Charles Schwab Investment Management

Creative Planning

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HBK Sorce Advisory

Moneta Group Investment Advisors

Wealth Enhancement Advisory Services

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

Mercer Global Advisors

Campbell Wealth Management

View all funds holding Schwab Strategic Tr us lrg cap etf

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