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Schwab Strategic Tr us lrg cap etf shares owned by Clear Rock Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Clear Rock Advisors from 13F filings

Historical chart of Clear Rock Advisors 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 Clear Rock Advisors 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 Clear Rock Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.7M 119k 64.25
2024-03-31 $7.8M 126k 62.06
2023-12-31 $7.6M 128k 59.47

More positions owned by Clear Rock Advisors

Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Lam Research Corporation (LRCX)
Amphenol Corp Cl A (APH)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Clear Rock Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf