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Schwab Strategic Tr us lrg cap etf shares owned by Patrick M Sweeney & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Patrick M Sweeney & Associates from 13F filings

Historical chart of Patrick M Sweeney & Associates 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 Patrick M Sweeney & Associates 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 Patrick M Sweeney & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $219k 9.5k 23.18
2024-09-30 $214k 3.2k 67.86
2024-06-30 $203k 3.2k 64.26

More positions owned by Patrick M Sweeney & Associates

Apple (AAPL)
Abbott Laboratories (ABT)
JPMorgan Chase & Co. (JPM)
Bank of America Corporation (BAC)
Merck & Co (MRK)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Blackstone Group Inc Com Cl A (BX)
Eli Lilly & Co. (LLY)
Visa (V)
Pfizer (PFE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Patrick M Sweeney & Associates

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf