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Schwab Strategic Tr us lrg cap etf shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 47k 56.40
2023-09-30 $2.5M 50k 50.60
2021-06-30 $2.9M 28k 103.97

More positions owned by Precision Wealth Strategies

Belpointe Prep Unit Rp Ltd Lb A (OZ)
Neos Etf Trust Neos Enh Inm Cas (CSHI)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Etf Ser Solutions Aptus Enhanced (JUCY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Short Treas Bd (SHV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Netflix (NFLX)
General Electric Com New (GE)
Microsoft Corporation (MSFT)

View all positions for Precision Wealth Strategies

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