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Schwab Strategic Tr us lrg cap etf shares owned by JSF Financial

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

Historical chart of JSF Financial 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 JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $319k 12k 26.91
2025-09-30 $312k 12k 26.34
2025-06-30 $289k 12k 24.44
2025-03-31 $260k 12k 22.08

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for JSF Financial

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