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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

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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
2024-09-30 $5.3M 78k 67.85
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

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

View all positions for Elite Life Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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HBK Sorce Advisory
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Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf