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Schwab Strategic Tr us lrg cap etf shares owned by Private Management Group

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

Historical chart of Private Management Group 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 Private Management Group 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 Private Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 6.9k 29.43

More positions owned by Private Management Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Americold Rlty Tr (COLD)
Siriuspoint (SPNT)
State Street Corporation (STT)
Valero Energy Corporation (VLO)
Vornado Rlty Tr Sh Ben Int (VNO)
Organon & Co Common Stock (OGN)
Keurig Dr Pepper (KDP)
Goldman Sachs Bdc SHS (GSBD)
Prospect Capital Corporation (PSEC)
Sonoco Products Company (SON)
Oaktree Specialty Lending Corp (OCSL)
Flagstar Bank National Assoc Com New (FLG)
Bank of New York Mellon Corporation (BNY)
Global Payments (GPN)

View all positions for Private Management Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
Northwestern Mutual Wealth Management Company
HBK Sorce Advisory
Sei Investments
Betterment
Sage Financial
Captrust Financial Advisors
Diversified Enterprises
HPM Partners
HighTower Advisors
Koss-Olinger Consulting
Jupiter Topco
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf