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Schwab Strategic Tr us lrg cap etf shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $115k 3.9k 29.43
2026-03-31 $100k 3.9k 25.65
2025-12-31 $105k 3.9k 26.91

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View all positions for Pension & Wealth Management Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Betterment
Sage Financial
Captrust Financial Advisors
HPM Partners
Diversified Enterprises
HighTower Advisors
Henderson Group
McAdam
Koss-Olinger Consulting
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf