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Schwab Strategic Tr us lrg cap etf shares owned by Elevated Capital Advisors

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

Historical chart of Elevated Capital Advisors 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 Elevated Capital 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 Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $517k 20k 25.64

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
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Microsoft Corporation (MSFT)
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View all positions for Elevated Capital Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Sage Financial
Captrust Financial Advisors
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Koss-Olinger Consulting
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf