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

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

Historical chart of MinichMacGregor Wealth Management investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by MinichMacGregor 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 MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 98k 67.85
2024-06-30 $6.3M 99k 64.25
2024-03-31 $6.2M 99k 61.98
2023-12-31 $5.7M 101k 56.40
2023-09-30 $5.3M 104k 50.60
2023-06-30 $5.5M 106k 52.37
2023-03-31 $3.5M 73k 48.37
2022-12-31 $3.3M 74k 45.15
2022-09-30 $6.0M 142k 42.34
2022-06-30 $6.4M 143k 44.66
2022-03-31 $7.1M 132k 53.84
2021-12-31 $7.5M 66k 113.82
2021-09-30 $6.9M 67k 104.03
2021-06-30 $6.8M 65k 103.96
2021-03-31 $6.3M 66k 96.03
2020-12-31 $5.7M 62k 90.95
2020-09-30 $5.0M 62k 80.63
2019-12-31 $7.5M 97k 76.81
2019-09-30 $6.5M 92k 70.93
2019-06-30 $6.7M 95k 70.70
2019-03-31 $6.3M 92k 68.39
2018-09-30 $6.4M 92k 69.78
2018-06-30 $6.2M 95k 65.15
2018-03-31 $5.9M 93k 63.08
2017-12-31 $6.6M 104k 63.77
2017-09-30 $6.2M 103k 60.04
2017-06-30 $5.8M 101k 57.77
2017-03-31 $5.6M 99k 56.27
2016-12-31 $5.2M 97k 53.25
2016-09-30 $4.9M 96k 51.62
2016-06-30 $4.8M 96k 49.76
2016-03-31 $4.7M 97k 48.84
2015-12-31 $4.7M 93k 50.57

More positions owned by MinichMacGregor Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for MinichMacGregor Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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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