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Schwab Strategic Tr us lrg cap etf shares owned by Operose Advisors

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

Historical chart of Operose 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 Operose 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $151k 5.7k 26.34
2025-06-30 $140k 5.7k 24.44
2025-03-31 $38k 1.7k 22.08
2024-12-31 $40k 1.7k 23.18
2024-09-30 $39k 578 67.85
2024-06-30 $37k 578 64.25
2024-03-31 $45k 728 62.10

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Mid-Cap ETF Etf (VO)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Common (MSFT)
iShares International Select Dividend ETF Etf (IDV)
NVIDIA Corp Common (NVDA)
Broadcom Common (AVGO)
iShares Russell 2000 ETF Etf (IWM)
Apple Common (AAPL)

View all positions for Operose Advisors

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