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Schwab Strategic Tr us lrg cap etf shares owned by Disciplined Investors

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

Historical chart of Disciplined Investors 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 Disciplined Investors 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 Disciplined Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $822k 31k 26.34
2025-06-30 $766k 31k 24.44
2025-03-31 $701k 32k 22.08
2024-12-31 $738k 32k 23.05

More positions owned by Disciplined Investors

Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Core Plus (DFGP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cadence Bank (CADE)

View all positions for Disciplined Investors

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