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Schwab Strategic Tr us lrg cap etf shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Altfest L J & Co 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 Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $373k 6.0k 62.07
2023-12-31 $237k 4.2k 56.31
2017-06-30 $207k 3.6k 57.71
2017-03-31 $4.2M 74k 56.26

More positions owned by Altfest L J & Co

Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)
First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QLD)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)

View all positions for Altfest L J & Co

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
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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