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Schwab Strategic Tr us lrg cap etf shares owned by Planning Center

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

Historical chart of Planning Center 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 Planning Center 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 Planning Center

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 5.2k 67.85
2024-06-30 $322k 5.0k 64.25
2024-03-31 $311k 5.0k 62.06

More positions owned by Planning Center

Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Planning Center

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
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