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Schwab Strategic Tr us lrg cap etf shares owned by CAP Partners

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

Historical chart of CAP 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 CAP 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 CAP Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 160k 62.06
2023-12-31 $9.8M 174k 56.40

More positions owned by CAP Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for CAP Partners

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf