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Schwab Strategic Tr us lrg cap etf shares owned by Fiduciary Family Office

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

Historical chart of Fiduciary Family Office 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 Fiduciary Family Office 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 Fiduciary Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $750k 11k 67.85
2024-06-30 $711k 11k 64.25
2024-03-31 $686k 11k 62.06
2023-12-31 $624k 11k 56.40

More positions owned by Fiduciary Family Office

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Philip Morris International (PM)
Merck & Co (MRK)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Fiserv (FI)
Oracle Corporation (ORCL)

View all positions for Fiduciary Family Office

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