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

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

Historical chart of Mindset 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 Mindset 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 Mindset Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $354k 13k 26.34
2025-06-30 $261k 11k 24.44
2025-03-31 $236k 11k 22.08

More positions owned by Mindset Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Cme (CME)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Yum! Brands (YUM)
American Express Company (AXP)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)
Palantir Technologies Cl A (PLTR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)

View all positions for Mindset Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf