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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Expanded Tech (IGV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Short Treas Bd (SHV)

View all positions for MinichMacGregor Wealth Management

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