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Schwab Strategic Tr us lrg cap etf shares owned by Rf&l Wealth Management

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

Historical chart of Rf&l Wealth Management 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 Rf&l Wealth Management 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 Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 5.8k 62.06
2023-12-31 $328k 5.8k 56.40
2023-09-30 $294k 5.8k 50.60
2023-06-30 $304k 5.8k 52.37
2023-03-31 $281k 5.8k 48.37
2022-12-31 $260k 5.8k 45.15

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)

View all positions for Rf&l Wealth Management

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
Diversified
HighTower Advisors
Henderson Group
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf