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Schwab Strategic Tr us lrg cap etf shares owned by Everest Management Corp.

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

Historical chart of Everest Management Corp. investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Everest Management Corp. 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 Everest Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 55k 26.34
2025-06-30 $1.3M 55k 24.44

More positions owned by Everest Management Corp.

Dimensional Etf Trust Us Equity Market (DFUS)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Everest Management Corp.

Top funds holding Schwab Strategic Tr us lrg cap etf

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