Bluedoor Private Wealth »

Schwab Strategic Tr us lrg cap etf shares owned by Bluedoor Private Wealth

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

Historical chart of Bluedoor Private Wealth 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 Bluedoor Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Bluedoor Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 43k 25.64

More positions owned by Bluedoor Private Wealth

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Seacoast Bkg Corp Fla Com New (SBCF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Bluedoor Private Wealth

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Sage Financial
Captrust Financial Advisors
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Koss-Olinger Consulting
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf