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Schwab Strategic Tr us lrg cap etf shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning 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 Elser Financial Planning 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 Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 46k 67.85
2024-06-30 $2.6M 41k 64.25

More positions owned by Elser Financial Planning

Eli Lilly & Co. (LLY)
Apple (AAPL)
Brown & Brown (BRO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Specialized Funds Div App Etf (VIG)
Johnson & Johnson (JNJ)

View all positions for Elser Financial Planning

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
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