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

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

Historical chart of LifePlan 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 LifePlan 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $827k 12k 67.85
2024-06-30 $812k 13k 64.25
2024-03-31 $781k 13k 62.06
2023-12-31 $708k 13k 56.40

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Ishares Tr Ibonds Dec2026 (IBDR)
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Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

Top funds holding Schwab Strategic Tr us lrg cap etf

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Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
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Prime Capital Investment Advisors
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View all funds holding Schwab Strategic Tr us lrg cap etf