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Schwab Strategic Tr us lrg cap etf shares owned by APCM Wealth Management for Individuals

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by APCM Wealth Management for Individuals from 13F filings

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2024-09-30 $185k 2.7k 67.85
2024-06-30 $176k 2.7k 64.25
2024-03-31 $170k 2.7k 62.06
2023-12-31 $154k 2.7k 56.40
2023-09-30 $138k 2.7k 50.60
2023-06-30 $149k 2.8k 52.37
2023-03-31 $138k 2.8k 48.37

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Stoxx Globr Inf (NFRA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
New York Life Investments Et Nyli Hedge Multi (QAI)
Listed Fd Tr Core Alt Fd (CCOR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for APCM Wealth Management for Individuals

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