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Balanced Rock Investment Advisors »

Schwab Strategic Tr us lrg cap etf shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$406k	6.5k	62.06

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Adv Ttl Usd (EUSB)

Ishares Tr Esg Msci Usa Etf (USXF)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr Esg Eafe Etf (DMXF)

Ishares Tr Esg Awr Us Agrgt (EAGG)

Ishares Tr Esg Aw Msci Eafe (ESGD)

Manager Directed Portfolios Vert Glb Sust Re (VGSR)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Pimco Equity Ser Rafi Esg Us (RAFE)

Vanguard World Esg Intl Stk Etf (VSGX)

Ishares Tr Egsadvncdmsci Em (EMXF)

Ishares Tr Esg Awr Msci Usa (ESGU)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Tr Esg Advncd Hy Bd (HYXF)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory

Charles Schwab Investment Management

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

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