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Schwab Strategic Tr us lrg cap etf shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth 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 Crestmont Private Wealth 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 Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $554k 21k 26.91
2025-09-30 $546k 21k 26.34
2025-06-30 $485k 20k 24.44
2025-03-31 $409k 19k 22.08
2024-12-31 $404k 17k 23.18

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Motorola Solutions Com New (MSI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

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