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Schwab Strategic Tr us lrg cap etf shares owned by Petix & Botte

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

Historical chart of Petix & Botte 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 Petix & Botte 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 Petix & Botte

Quarter filed Position value Share count Share price at filing
2024-09-30 $305k 4.5k 67.85
2024-06-30 $288k 4.5k 64.25
2023-12-31 $253k 4.5k 56.40
2023-09-30 $227k 4.5k 50.60

More positions owned by Petix & Botte

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Petix & Botte

Top funds holding Schwab Strategic Tr us lrg cap etf

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Us Bancorp
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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