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Schwab Strategic Tr us lrg cap etf shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 9.1k 26.34
2025-06-30 $2.9k 119 24.44

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Spdr Gold Shares Mutual Fund/sto (GLD)
Alphabet Inc Sr Common Stock (GOOG)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

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