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Schwab Strategic Tr us lrg cap etf shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth 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 NewEdge Wealth 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 NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 151k 26.77
2025-06-30 $3.8M 152k 25.05
2025-03-31 $888k 40k 22.08

More positions owned by NewEdge Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Blackstone Group Inc Com Cl A (BX)
Wells Fargo & Company (WFC)
Gilead Sciences (GILD)
AutoZone (AZO)
Home Depot (HD)
Lam Research Corp Com New (LRCX)
Kla Corp Com New (KLAC)

View all positions for NewEdge Wealth

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