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Schwab Strategic Tr us lrg cap etf shares owned by CPCM

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

Historical chart of CPCM 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 CPCM 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 CPCM

Quarter filed Position value Share count Share price at filing
2022-09-30 $431k 10k 42.36
2022-03-31 $548k 10k 53.86

More positions owned by CPCM

Paccar Equities (PCAR)
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DFA US Core Equity II Equities (DFAC)
Starbucks Corp Equities (SBUX)
Vanguard Specialized Portfolios Div Appr Equities (VIG)
iShares Russell 1000 Growth Index Equities (IWF)
SPDR S&P 500 Index Equities (SPY)
DFA Tax-Managed US Marketwide Value II Equities (DFUV)
Avantis US Equity ETF Equities (AVUS)
iShares MSCI All Country World Index Equities (ACWI)
DFA T/M U.S. Equity Equities (DFUS)
Avantis U.S. Small Cap Value ETF Equities (AVUV)
Vanguard Intl Equity Index Fds Total Wor Equities (VT)

View all positions for CPCM

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf