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Schwab Strategic Tr us lrg cap etf shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $798k 12k 67.85
2024-06-30 $816k 13k 64.43
2023-12-31 $661k 12k 56.40
2023-06-30 $615k 12k 52.50
2023-03-31 $569k 12k 48.51

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf