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Schwab Strategic Tr us lrg cap etf shares owned by Chesapeake Wealth Management

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

Historical chart of Chesapeake Wealth Management 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 Chesapeake Wealth Management 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 Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $576k 9.0k 64.25
2024-03-31 $557k 9.0k 62.06
2023-12-31 $319k 5.7k 56.40
2023-09-30 $246k 4.9k 50.60
2023-06-30 $274k 5.2k 52.37

More positions owned by Chesapeake Wealth Management

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Amazon (AMZN)

View all positions for Chesapeake Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Management
Creative Planning
Us Bancorp
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Prime Capital Investment Advisors
Diversified
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf