Elite Life Management »

Schwab Strategic Tr us lrg cap etf shares owned by Elite Life Management

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

Historical chart of Elite Life 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 Elite Life Management 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 Elite Life Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.1M 64k 64.25
2024-03-31 $3.4M 56k 62.06
2023-12-31 $2.8M 50k 56.40

More positions owned by Elite Life Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Costco Wholesale Corporation (COST)

View all positions for Elite Life Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Management
Creative Planning
Us Bancorp
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Prime Capital Investment Advisors
Diversified
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf