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Schwab Strategic Tr us lrg cap etf shares owned by Carl Stuart Investment Advisor

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Carl Stuart Investment Advisor from 13F filings

Historical chart of Carl Stuart Investment Advisor 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 Carl Stuart Investment Advisor 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 Carl Stuart Investment Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $630k 25k 25.64

More positions owned by Carl Stuart Investment Advisor

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Raymond James Financial (RJF)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Gold Tr Shares Represent (IAUM)
Amazon (AMZN)
Energy Transfer Com Ut Ltd Ptn (ET)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Carl Stuart Investment Advisor

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
Henderson Group
Koss-Olinger Consulting
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf