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Schwab Strategic Tr us lrg cap etf shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth Management 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 JFG Wealth Management 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 JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $309k 4.6k 67.85
2022-09-30 $43M 1.0M 42.35
2022-06-30 $1.7M 38k 44.65
2018-12-31 $3.9M 65k 59.68

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)

View all positions for JFG Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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HBK Sorce Advisory
Sage Financial
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Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf