Park Capital Management, LLC / WI »

Schwab Strategic Tr us lrg cap etf shares owned by Park Capital Management, LLC / WI

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Park Capital Management, LLC / WI from 13F filings

Historical chart of Park Capital Management, LLC / WI investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Park Capital Management, LLC / WI 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 Park Capital Management, LLC / WI

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 39k 26.34
2025-06-30 $970k 40k 24.44
2025-03-31 $909k 41k 22.08
2024-12-31 $1.1M 46k 23.18

More positions owned by Park Capital Management, LLC / WI

Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Tesla Motors (TSLA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Arista Networks Com Shs (ANET)

View all positions for Park Capital Management, LLC / WI

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