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Schwab Strategic Tr us lrg cap etf shares owned by Haven Private

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

Historical chart of Haven Private 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 Haven Private 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 Haven Private

Quarter filed Position value Share count Share price at filing
2025-12-31 $254k 9.4k 26.91
2025-09-30 $249k 9.4k 26.34
2025-06-30 $229k 9.4k 24.44
2025-03-31 $211k 9.6k 22.08
2024-12-31 $218k 9.4k 23.18

More positions owned by Haven Private

Columbia Etf Tr I Multi Sec Muni (MUST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Us Infrastruc (IFRA)
Vaneck Etf Trust Bdc Income Etf (BIZD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Alps Etf Tr Alerian Mlp (AMLP)
Grayscale Ethereum Mini Tr E Shs New (ETH)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
American Centy Etf Tr International Lr (AVIV)
Ishares Tr Glb Infrastr Etf (IGF)
Wal-Mart Stores (WMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Haven Private

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
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