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Schwab Strategic Tr us lrg cap etf shares owned by BXM Wealth

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

Historical chart of BXM 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 BXM Wealth 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 BXM Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $441k 15k 29.43

More positions owned by BXM Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Tidal Trust I Fund Gran Us Etf (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Proshares Tr Ultrapro Qqq (TQQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Growth Etf (VUG)
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)
JPMorgan Chase & Co. (JPM)

View all positions for BXM Wealth

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf