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Schwab Strategic Tr us lrg cap etf shares owned by Cynosure Management

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

Historical chart of Cynosure Management 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 Cynosure Management 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 Cynosure Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 62k 67.85
2024-03-31 $3.8M 62k 62.06
2023-12-31 $3.5M 62k 56.40
2023-09-30 $3.1M 62k 50.60
2023-06-30 $3.8M 73k 52.37

More positions owned by Cynosure Management

Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Blackrock Ultra (ICSH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Union Pacific Corporation (UNP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ge Aerospace Com New (GE)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Cynosure Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf