RIA Advisory Group »

Schwab Strategic Tr us lrg cap etf shares owned by RIA Advisory Group

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

Historical chart of RIA Advisory 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 RIA Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 28k 50.60
2023-06-30 $1.4M 27k 52.37
2023-03-31 $1.3M 27k 48.37
2022-12-31 $25k 25k 1.00

More positions owned by RIA Advisory Group

Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Utilities Etf (VPU)
IDEXX Laboratories (IDXX)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Walt Disney Company (DIS)
Medifast (MED)
Realreal (REAL)
Proshares Tr K1 Fre Crd Oil (OILK)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Silver Tr Ishares (SLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Associated Banc- (ASB)

View all positions for RIA Advisory Group

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