Ellevest »

Schwab Strategic Tr us lrg cap etf shares owned by Ellevest

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

Historical chart of Ellevest 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 Ellevest 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 Ellevest

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 9.2k 26.91
2023-03-31 $14k 294 48.37
2022-12-31 $66k 1.5k 45.15
2022-09-30 $9.2k 210 43.86
2022-06-30 $5.0k 114 43.86
2022-03-31 $6.0k 114 52.63
2021-12-31 $6.0k 57 105.26
2021-09-30 $33k 321 102.80
2018-12-31 $0 1 0.00

More positions owned by Ellevest

Vanguard Total Com Market Etf Etf (VTI)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Apple (AAPL)
Ishares Esg Msci Usa Leaders Etf Etf (SUSL)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Class A cs (GOOGL)

View all positions for Ellevest

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
Wealth Enhancement Advisory Services
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf