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Schwab Strategic Tr us lrg cap etf shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Capital Squared Financial 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 Capital Squared Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 374k 26.91
2025-09-30 $9.4M 358k 26.34
2025-06-30 $8.0M 328k 24.44

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Capital Squared Financial

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
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Mercer Global Advisors
Mariner Wealth Advisors
Norinchukin Bank, The

View all funds holding Schwab Strategic Tr us lrg cap etf