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Schwab Strategic Tr us lrg cap etf shares owned by Lee, Danner & Bass

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Lee, Danner & Bass from 13F filings

Historical chart of Lee, Danner & Bass investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Lee, Danner & Bass 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 Lee, Danner & Bass

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 8.9k 26.34
2025-06-30 $217k 8.9k 24.44
2024-12-31 $206k 8.9k 23.18

More positions owned by Lee, Danner & Bass

Hca Healthcare Stock (HCA)
Berkshire Hathaway Inc. Class B Stock (BRK.B)
Apple Stock (AAPL)
Alphabet Inc. Class C Stock (GOOG)
Microsoft Corporation Stock (MSFT)
Amazon.com Stock (AMZN)
United Rentals Stock (URI)
Goldman Sachs Group Stock (GS)
Accenture Plc Class A Stock (ACN)
Rtx Corporation Stock (RTX)
Agnico Eagle Mines Stock (AEM)
Visa Inc. Class A Stock (V)
Johnson & Johnson Stock (JNJ)
Pinnacle Financial Partners Stock (PNFP)
Lowe's Companies Stock (LOW)

View all positions for Lee, Danner & Bass

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