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Private Wealth Management Group »

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

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

Historical chart of Private Wealth 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 Wealth 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 Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$38k	1.4k	26.34
2025-06-30	$35k	1.4k	24.44
2025-03-31	$31k	1.4k	22.08
2024-12-31	$33k	1.4k	23.18

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Palantir Technologies Cl A (PLTR)

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View all positions for Private Wealth Management Group

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