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Penobscot Wealth Management »

Schwab Strategic Tr us lrg cap etf shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management 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 Penobscot Wealth Management 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 Penobscot Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.6M	136k	26.34
2025-06-30	$3.1M	126k	24.44
2025-03-31	$513k	23k	22.08
2024-12-31	$752k	32k	23.19

More positions owned by Penobscot Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)

Dimensional Etf Trust Global Core Plus (DFGP)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Ishares Tr Core Intl Aggr (IAGG)

Vanguard World Inf Tech Etf (VGT)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

J P Morgan Exchange Traded F Active Growth (JGRO)

Ishares Tr 0-5 Yr Tips Etf (STIP)

Dimensional Etf Trust Intl Core Equity (DFIC)

Vanguard World Financials Etf (VFH)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

World Gold Tr Spdr Gld Minis (GLDM)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Vanguard World Comm Srvc Etf (VOX)

View all positions for Penobscot Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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Captrust Financial Advisors

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HighTower Advisors

Henderson Group

Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf

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