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Schwab Strategic Tr us lrg cap etf shares owned by Advisor Resource Council

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

Historical chart of Advisor Resource Council 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 Advisor Resource Council 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 Advisor Resource Council

Quarter filed Position value Share count Share price at filing
2025-12-31 $918k 34k 27.40
2025-03-31 $265k 17k 15.86
2023-12-31 $226k 4.0k 56.40
2022-06-30 $378k 8.5k 44.72
2021-12-31 $241k 2.1k 114.06
2021-06-30 $216k 216 1000.00

More positions owned by Advisor Resource Council

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci Japan Etf (EWJ)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr State Street Fin (XLF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Select Sector Spdr Tr State Street Con (XLY)

View all positions for Advisor Resource Council

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Sage Financial
Captrust Financial Advisors
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Mercer Global Advisors
Mariner Wealth Advisors
Norinchukin Bank, The

View all funds holding Schwab Strategic Tr us lrg cap etf