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Schwab Strategic Tr us lrg cap etf shares owned by United Income

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

Historical chart of United Income 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 United Income 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 United Income

Quarter filed Position value Share count Share price at filing
2019-09-30 $5.0M 71k 70.77
2019-06-30 $5.8M 82k 70.19
2019-03-31 $4.5M 67k 67.61
2018-12-31 $3.5M 58k 59.70

More positions owned by United Income

Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Total Bond Market ETF (BND)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Goldman Sachs Etf Tr activebeta int (GSIE)
Vanguard Malvern Fds strm infproidx (VTIP)
Ishares Inc core msci emkt (IEMG)
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)
Schwab Strategic Tr schwb fdt int sc (FNDC)
Technology SPDR (XLK)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Vanguard Sht Term Govt Bond ETF (VGSH)
Ishares Tr msci usavalfct (VLUE)
Ishares Msci Usa Quality Facto invalid (QUAL)

View all positions for United Income

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