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Schwab Strategic Tr us lrg cap etf shares owned by Family Legacy Financial Solutions

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

Historical chart of Family Legacy Financial Solutions 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 Family Legacy Financial Solutions 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 Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $19M 716k 26.91
2025-09-30 $13M 481k 26.34
2025-06-30 $10M 419k 24.44

More positions owned by Family Legacy Financial Solutions

Schwab U.s. Large-cap Etf Etf (SCHX)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Advanced Micro Devices (AMD)
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Schwab U.s. Mid-cap Etf Etf (SCHM)
PerkinElmer (RVTY)
Schwab U.s. Small-cap Etf Etf (SCHA)
Danaher Corporation (DHR)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Stryker Corporation (SYK)
Schwab International Equity Etf Etf (SCHF)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Waste Management (WM)
Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR)

View all positions for Family Legacy Financial Solutions

Top funds holding Schwab Strategic Tr us lrg cap etf

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Creative Planning
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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