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Schwab Strategic Tr us lrg cap etf shares owned by High Note Wealth

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

Historical chart of High Note Wealth 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 Note Wealth 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 Note Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $87k 3.3k 26.34
2025-06-30 $81k 3.3k 24.44
2025-03-31 $73k 3.3k 22.08

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Technology Select Sector Spdr Fund Etf (XLK)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Apple Stock (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Palantir Technologies Inc Cl A Stock (PLTR)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

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