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Schwab Strategic Tr us lrg cap etf shares owned by Investment Research Partners

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

Historical chart of Investment Research Partners 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 Investment Research Partners 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 Investment Research Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $350k 13k 26.91

More positions owned by Investment Research Partners

NVIDIA Corporation (NVDA)
Ciena Corp Com New (CIEN)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Apple (AAPL)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Ishares Tr National Mun Etf (MUB)

View all positions for Investment Research Partners

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
Captrust Financial Advisors
Wealth Enhancement Advisory Services
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf