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Schwab Strategic Tr us lrg cap etf shares owned by Pinkerton Retirement Specialists

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Pinkerton Retirement Specialists from 13F filings

Historical chart of Pinkerton Retirement Specialists 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 Pinkerton Retirement Specialists 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 Pinkerton Retirement Specialists

Quarter filed Position value Share count Share price at filing
2023-12-31 $44M 785k 56.40
2023-09-30 $46M 906k 50.60
2023-06-30 $47M 903k 52.37
2023-03-31 $44M 918k 48.37
2022-12-31 $40M 882k 45.15
2022-09-30 $13M 310k 42.35
2022-06-30 $14M 320k 44.66
2022-03-31 $17M 321k 53.85
2021-12-31 $46M 406k 113.82
2021-09-30 $42M 406k 104.03
2021-06-30 $43M 409k 103.97
2021-03-31 $38M 398k 96.03
2020-12-31 $45M 499k 90.95
2020-09-30 $43M 531k 80.63
2020-06-30 $41M 547k 74.10
2020-03-31 $16M 260k 61.25
2019-12-31 $36M 474k 76.81
2019-09-30 $35M 486k 70.93
2019-06-30 $33M 475k 70.19
2019-03-31 $31M 457k 67.61
2018-12-31 $29M 490k 59.70
2018-09-30 $17M 238k 69.56
2018-06-30 $15M 237k 64.99
2018-03-31 $2.7M 44k 63.08
2017-12-31 $160k 2.5k 64.31

More positions owned by Pinkerton Retirement Specialists

Spdr S&p 500 Etf Trust Tr Unit (SPY)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Schwab International Equity Etf Intl Eqty Etf (SCHF)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)
Cion Invt Corp (CION)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)
Ishares Iboxx $ High Yield Corporate Bond Etf Iboxx Hi Yd Etf (HYG)
Spdr Gold Shares Gold Shs (GLD)
Apple (AAPL)
Abrdn Physical Gold Shares Etf Physcl Gold Shs (SGOL)

View all positions for Pinkerton Retirement Specialists

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf