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Schwab Strategic Tr us lrg cap etf shares owned by Accredited Investors

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

Historical chart of Accredited Investors 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 Accredited Investors 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 Accredited Investors

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 3.5k 67.85
2024-06-30 $225k 3.5k 64.25
2024-03-31 $218k 3.5k 62.06
2023-09-30 $229k 4.5k 50.60
2023-06-30 $236k 4.5k 52.37

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View all positions for Accredited Investors

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf