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Schwab Strategic Tr us lrg cap etf shares owned by Nations Financial Group

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

Historical chart of Nations Financial Group investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Nations Financial Group 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 Nations Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 224k 26.34
2025-06-30 $321k 13k 24.44
2025-03-31 $293k 13k 22.08
2024-12-31 $402k 17k 23.18
2024-09-30 $527k 7.8k 67.85
2024-06-30 $528k 8.2k 64.25
2024-03-31 $570k 9.2k 62.06
2023-12-31 $649k 12k 56.40
2023-09-30 $657k 13k 50.60
2023-06-30 $686k 13k 52.37
2023-03-31 $1.3M 28k 48.37
2022-12-31 $1.3M 28k 45.15
2022-09-30 $1.2M 28k 42.33
2022-06-30 $1.2M 28k 44.67
2022-03-31 $1.5M 27k 53.86
2021-12-31 $1.5M 14k 113.84
2021-09-30 $1.5M 15k 104.02
2021-06-30 $1.5M 15k 103.95
2021-03-31 $1.5M 15k 96.04
2020-12-31 $1.4M 16k 90.96
2020-09-30 $1.2M 15k 80.65
2020-06-30 $1.2M 16k 74.12
2020-03-31 $954k 16k 61.22
2019-12-31 $1.2M 15k 76.79
2019-09-30 $1.2M 16k 72.48
2019-06-30 $1.1M 15k 70.18
2019-03-31 $979k 15k 67.58
2018-12-31 $846k 14k 59.70
2018-09-30 $924k 13k 69.55
2018-06-30 $845k 13k 64.98
2018-03-31 $670k 11k 63.09
2017-12-31 $594k 9.3k 63.76
2017-09-30 $540k 9.0k 59.99
2017-06-30 $448k 7.6k 59.02
2017-03-31 $347k 6.2k 56.33

More positions owned by Nations Financial Group

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Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Russell 3000 Etf Etf (IWV)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Technology Select Sector Spdr Fund Etf (XLK)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Broadcom Stock (AVGO)

View all positions for Nations Financial Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf