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Schwab Strategic Tr us lrg cap etf shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners 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 Burling Wealth Partners 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 12k 26.34
2025-06-30 $295k 12k 24.44
2025-03-31 $265k 12k 22.08

More positions owned by Burling Wealth Partners

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
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Nvidia Corporation Stock (NVDA)
Vanguard Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
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Blackstone Stock (BX)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Abbott Labs Stock (ABT)
Abbvie Stock (ABBV)

View all positions for Burling Wealth Partners

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