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Schwab Strategic Tr us lrg cap etf shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $579k 22k 26.34
2025-06-30 $534k 22k 24.44
2025-03-31 $485k 22k 22.08
2024-12-31 $484k 21k 23.18

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Franklin Resources (BEN)
American Centy Etf Tr Diversifid Crp (KORP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Fiduciary Advisors

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