R. M. Davis »

Schwab Strategic Tr us lrg cap etf shares owned by R. M. Davis

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by R. M. Davis 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 R. M. Davis

Quarter filed Position value Share count Share price at filing
2025-12-31 $319k 12k 26.91

More positions owned by R. M. Davis

Spdr S&p 500 Etf (SPY)
Apple (AAPL)
Alphabet Inc Class A cs (GOOGL)
NVIDIA Corporation (NVDA)
iShares S&P MidCap 400 Index (IJH)
Microsoft Corporation (MSFT)
Amphenol Corporation (APH)
Vanguard FTSE DM ETF Intl (VEA)
Vanguard Small-Cap ETF (VB)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Palo Alto Networks (PANW)
JPMorgan Chase & Co. (JPM)
TJX Companies (TJX)
Visa (V)

View all positions for R. M. Davis

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
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf