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Schwab Strategic Tr us lrg cap etf shares owned by Lucia Wealth Services

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

Historical chart of Lucia Wealth Services 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 Lucia Wealth Services 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 Lucia Wealth Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $216k 2.7k 80.54
2020-06-30 $224k 3.0k 74.03
2019-12-31 $206k 2.7k 76.81

More positions owned by Lucia Wealth Services

Johnson & Johnson (JNJ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadridge Financial Solutions (BR)
Viacomcbs CL B (PARA)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)
Hershey Company (HSY)
Automatic Data Processing (ADP)
Kellogg Company (K)
Clorox Company (CLX)
Sprott Physical Gold Tr Unit (PHYS)
International Business Machines (IBM)

View all positions for Lucia Wealth Services

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