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Schwab Strategic Tr us lrg cap etf shares owned by LPWM

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

Historical chart of LPWM 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 LPWM 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 LPWM

Quarter filed Position value Share count Share price at filing
2026-09-30 $233k 7.8k 30.00

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Ishares Tr Rus Mdcp Val Etf (IWS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Series Trust ST STR SP600SM C (SLYV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for LPWM

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
Sei Investments
Betterment
Sage Financial
Captrust Financial Advisors
Diversified Enterprises
HPM Partners
HighTower Advisors
Koss-Olinger Consulting
Jupiter Topco
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us lrg cap etf