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Schwab Strategic Tr us lrg cap etf shares owned by Muirfield Wealth Advisors

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

Historical chart of Muirfield Wealth 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 Muirfield Wealth 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 Muirfield Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 120k 67.85
2024-06-30 $7.6M 118k 64.25
2024-03-31 $7.2M 117k 62.06
2023-12-31 $6.7M 119k 56.40

More positions owned by Muirfield Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)

View all positions for Muirfield Wealth 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