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Schwab Strategic Tr us lrg cap etf shares owned by Financial Concepts Un

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

Historical chart of Financial Concepts Un 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 Financial Concepts Un 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 Financial Concepts Un

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 7.1k 29.43

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Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Betterment
Sage Financial
Captrust Financial Advisors
HPM Partners
Diversified Enterprises
HighTower Advisors
Henderson Group
McAdam
Koss-Olinger Consulting

View all funds holding Schwab Strategic Tr us lrg cap etf