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Schwab Strategic Tr us lrg cap etf shares owned by Elios Financial Group

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

Historical chart of Elios Financial Group 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 Elios Financial Group 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 Elios Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.4M 57k 24.44
2025-03-31 $1.1M 50k 22.08

More positions owned by Elios Financial Group

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Us Infrastruc (IFRA)
First Tr Exchange-traded SHS (QQEW)
Vanguard World Esg Us Stk Etf (ESGV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Elios Financial Group

Top funds holding Schwab Strategic Tr us lrg cap etf

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Northwestern Mutual Wealth Management Company
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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