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Schwab Strategic Tr us lrg cap etf shares owned by Leverty Financial Group

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

Historical chart of Leverty Financial Group 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 Leverty Financial Group 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 Leverty Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $35M 570k 62.06
2023-12-31 $31M 554k 56.40
2023-09-30 $27M 531k 50.60
2023-06-30 $48M 919k 52.37
2023-03-31 $43M 883k 48.37
2022-12-31 $38M 830k 45.15

More positions owned by Leverty Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Victory Portfolios Ii Victoryshares We (MODL)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
3M Company (MMM)
Ecolab (ECL)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Leverty Financial Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf