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Schwab Strategic Tr us lrg cap etf shares owned by Baron Silver Stevens Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Baron Silver Stevens Financial Advisors from 13F filings

Historical chart of Baron Silver Stevens Financial 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 Baron Silver Stevens Financial 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 Baron Silver Stevens Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 8.0k 26.34
2022-03-31 $207k 3.8k 53.79

More positions owned by Baron Silver Stevens Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Baron Silver Stevens Financial Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf