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Schwab Strategic Tr us lrg cap etf shares owned by CWC Advisors

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

Historical chart of CWC Advisors investment in Schwab Strategic Tr us lrg cap etf

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 291.38M1.39M1.4M1.41M1.42M20k30k40k50k60k
Value ($)Share countHistorical SCHX position of CWC Advisors Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us lrg cap etf held by CWC 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 61k 23.18
2024-09-30 $1.4M 20k 67.85

More positions owned by CWC Advisors

Apple (AAPL)
Broadcom (AVGO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Affiliated Managers (AMG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Walt Disney Company (DIS)

View all positions for CWC Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf