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Schwab Strategic Tr us lrg cap etf shares owned by Clearview Wealth Advisors

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

Historical chart of Clearview Wealth 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 Clearview Wealth 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 Clearview Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 62k 64.25

More positions owned by Clearview Wealth Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Clearview Wealth Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf