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Schwab Strategic Tr us lrg cap etf shares owned by Crescent Sterling

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

Historical chart of Crescent Sterling 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 Crescent Sterling 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 Crescent Sterling

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 9.9k 26.34
2025-06-30 $222k 9.1k 24.44
2024-12-31 $207k 8.9k 23.18

More positions owned by Crescent Sterling

Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Home Depot (HD)
Cisco Systems (CSCO)
Chevron Corporation (CVX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Procter & Gamble Company (PG)
Amgen (AMGN)
Pepsi (PEP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Air Products & Chemicals (APD)

View all positions for Crescent Sterling

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