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Schwab Strategic Tr us lrg cap etf shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value 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 Chevoit Value 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 Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2k 192 27.14
2025-06-30 $4.8k 191 25.24
2025-03-31 $4.2k 191 22.22

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Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Agnico Eagle Mines Stock (AEM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Johnson & Johnson Stock (JNJ)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)
Sprott Asset Management Lp Physical Gold An Cef (CEF)
Newmont Corp Stock (NEM)
Visa Inc Com Cl A Stock (V)
Unilever Adr (UL)
Amazon Stock (AMZN)

View all positions for Chevoit Value Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf