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Schwab Strategic Tr us lrg cap etf shares owned by Bull Oak Capital

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

Historical chart of Bull Oak Capital 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 Bull Oak Capital 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 Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 85k 26.91
2025-09-30 $2.2M 85k 26.34
2025-06-30 $2.1M 85k 24.44
2025-03-31 $1.9M 85k 22.08

More positions owned by Bull Oak Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust Portfolio S&p500 (SPYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Bull Oak Capital

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
Wealth Enhancement Advisory Services
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf