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Schwab Strategic Tr us lrg cap etf shares owned by GEN Financial Management

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

Historical chart of GEN Financial Management 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 GEN Financial Management 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 GEN Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 719k 26.34
2025-06-30 $20M 809k 24.44
2025-03-31 $25M 1.1M 22.08
2024-12-31 $26M 1.1M 23.18

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for GEN Financial Management

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