Jim Saulnier & Associates »

Schwab Strategic Tr us lrg cap etf shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $487k 19k 26.34

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

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