Fieldpoint Private Securities »

Schwab Strategic Tr us lrg cap etf shares owned by Fieldpoint Private Securities

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

Historical chart of Fieldpoint Private Securities 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 Fieldpoint Private Securities 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 Fieldpoint Private Securities

Quarter filed Position value Share count Share price at filing
2022-06-30 $611k 14k 44.68
2022-03-31 $2.9M 55k 53.86
2021-12-31 $2.5M 22k 113.83

More positions owned by Fieldpoint Private Securities

Apple Stock (AAPL)
S&p Global Stock (SPGI)
Spdr S&p 500 Etf Etf (SPY)
Ishares International Select Dividend Etf Etf (IDV)
Microsoft Stock (MSFT)
Ishares Dj Select Dividend Etf (DVY)
Spdr Gold Etf Etf (GLD)
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)
Ishares Russell 1000 Value Etf Etf (IWD)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Johnson & Johnson Stock (JNJ)
Ishares Russell 1000 Growth Etf Etf (IWF)
Unitedhealth Group Stock (UNH)

View all positions for Fieldpoint Private Securities

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