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Schwab Strategic Tr us lrg cap etf shares owned by Birchbrook

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

Historical chart of Birchbrook 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 Birchbrook 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 Birchbrook

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 245k 26.34
2025-06-30 $5.8M 237k 24.44
2025-03-31 $5.6M 253k 22.08
2024-12-31 $5.7M 244k 23.18
2024-09-30 $5.7M 83k 67.85
2024-06-30 $5.3M 83k 64.25
2024-03-31 $5.2M 84k 62.06
2023-12-31 $5.6M 99k 56.40

More positions owned by Birchbrook

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
IDEXX Laboratories (IDXX)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)

View all positions for Birchbrook

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