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Schwab Strategic Tr us lrg cap etf shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services 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 CGC Financial Services 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 CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $62k 1.0k 62.06
2023-12-31 $56k 1.0k 56.40
2023-09-30 $51k 1.0k 50.60
2023-06-30 $52k 1.0k 52.37

More positions owned by CGC Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Moment (IMTM)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Bd Index Fds Intermed Term (BIV)
Nike CL B (NKE)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Value Etf (VTV)

View all positions for CGC Financial Services

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