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Schwab Strategic Tr us lrg cap etf shares owned by Breakthru Advisory Services

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

Historical chart of Breakthru Advisory Services 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 Breakthru Advisory Services 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 Breakthru Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 45k 26.34
2025-06-30 $248k 11k 22.08
2025-03-31 $248k 11k 22.08

More positions owned by Breakthru Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Select Sector Spdr Tr Indl (XLI)
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Tortoise Capital Series Trus Essential Energy (TPZ)
Schwab Strategic Tr High Yield Bd Et (SCYB)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Breakthru Advisory Services

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