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Schwab Strategic Tr us lrg cap etf shares owned by New Potomac Partneres

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

Historical chart of New Potomac Partneres 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 New Potomac Partneres 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 New Potomac Partneres

Quarter filed Position value Share count Share price at filing
2024-09-30 $154k 2.3k 67.86

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View all positions for New Potomac Partneres

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf