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Schwab Strategic Tr us lrg cap etf shares owned by MONECO Advisors

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

Historical chart of MONECO Advisors 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 MONECO Advisors 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 MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $826k 12k 67.85
2024-06-30 $1.1M 18k 64.25
2024-03-31 $1.3M 21k 62.06
2023-12-31 $2.2M 38k 56.40
2023-09-30 $1.9M 38k 50.60
2023-06-30 $2.1M 40k 52.37
2023-03-31 $2.1M 43k 48.37

More positions owned by MONECO Advisors

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MONECO Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf