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Schwab Strategic Tr us lrg cap etf shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $39k 1.3k 29.43

More positions owned by Mowery & Schoenfeld Wealth Management

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Wal-Mart Stores (WMT)
Northern Lts Fd Tr Ii Essen 40 Stk Etf (ESN)
Caterpillar (CAT)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
Northwestern Mutual Wealth Management Company
HBK Sorce Advisory
Sei Investments
Betterment
Sage Financial
Captrust Financial Advisors
Diversified Enterprises
HPM Partners
HighTower Advisors
Koss-Olinger Consulting
Jupiter Topco
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf