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

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

Historical chart of Level 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 Level 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 Level Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $457k 15k 30.00

More positions owned by Level Wealth Management

Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Level Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
Northwestern Mutual Wealth Management Company
HBK Sorce Advisory
Betterment
Sage Financial
Sei Investments
Captrust Financial Advisors
Diversified Enterprises
HPM Partners
Fund Evaluation Group
HighTower Advisors
Koss-Olinger Consulting
Jupiter Topco

View all funds holding Schwab Strategic Tr us lrg cap etf