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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 92k 62.06
2023-12-31 $3.7M 66k 56.40
2023-09-30 $3.1M 62k 50.60
2023-06-30 $3.3M 63k 52.37
2023-03-31 $3.2M 66k 48.37
2022-12-31 $3.0M 68k 45.15
2022-09-30 $2.8M 67k 42.35
2022-06-30 $3.0M 67k 44.66
2022-03-31 $3.8M 70k 53.85
2021-12-31 $4.0M 35k 113.83
2021-09-30 $3.6M 35k 104.03
2021-06-30 $3.7M 35k 103.98
2021-03-31 $3.6M 37k 96.04
2020-12-31 $3.6M 40k 90.95
2020-09-30 $3.5M 44k 80.62
2020-06-30 $3.6M 48k 74.09
2020-03-31 $2.6M 43k 61.26
2019-12-31 $3.5M 46k 76.80
2019-09-30 $3.4M 47k 70.92
2019-06-30 $3.1M 44k 70.19
2019-03-31 $2.7M 39k 67.61
2018-12-31 $2.0M 33k 59.71
2018-09-30 $1.6M 23k 69.57
2018-06-30 $1.2M 19k 64.98
2018-03-31 $1.0M 16k 63.08
2017-12-31 $580k 9.1k 63.82
2017-09-30 $435k 7.3k 60.00
2017-06-30 $415k 7.2k 57.73
2017-03-31 $405k 7.2k 56.34
2016-12-31 $383k 7.2k 53.28
2016-09-30 $371k 7.2k 51.67
2016-06-30 $357k 7.2k 49.72
2016-03-31 $351k 7.2k 48.89
2015-12-31 $349k 7.2k 48.61
2015-09-30 $299k 6.5k 45.71
2015-06-30 $324k 6.5k 49.53

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission 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