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Schwab Strategic Tr us lrg cap etf shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 10k 26.34
2025-06-30 $249k 10k 24.44
2025-03-31 $231k 11k 22.08
2024-12-31 $202k 8.7k 23.18

More positions owned by High Net Worth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Abbvie (ABBV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for High Net Worth Advisory Group

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