Cypress Financial Planning »

Schwab Strategic Tr us lrg cap etf shares owned by Cypress Financial Planning

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

Historical chart of Cypress Financial Planning 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 Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $615k 9.9k 62.06

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf