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Schwab Strategic Tr us lrg cap etf shares owned by Global Assets Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Global Assets Advisory from 13F filings

Historical chart of Global Assets Advisory 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 Global Assets Advisory 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 Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 8.2k 26.34
2025-03-31 $335k 16k 21.01
2024-03-31 $1.3M 78k 16.13

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View all positions for Global Assets Advisory

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