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Schwab Strategic Tr us lrg cap etf shares owned by Pinney & Scofield

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

Historical chart of Pinney & Scofield 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 Pinney & Scofield 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 Pinney & Scofield

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 10k 26.91
2025-09-30 $269k 10k 26.34
2025-06-30 $249k 10k 24.44
2025-03-31 $225k 10k 22.08
2024-12-31 $236k 10k 23.18

More positions owned by Pinney & Scofield

Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Pinney & Scofield

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Sage Financial
Captrust Financial Advisors
Wealth Enhancement Advisory Services
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf