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

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

Historical chart of Kw 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 Kw 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 Kw Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $545k 21k 26.34

More positions owned by Kw Wealth Management

Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
Visa Com Cl A (V)
RBB Us Treas 3 Mnth (TBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Kw Wealth Management

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