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Schwab Strategic Tr us lrg cap etf shares owned by Rochester Wealth Strategies

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

Historical chart of Rochester Wealth Strategies 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 Rochester Wealth Strategies 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 Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 7.0k 29.43

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust St Str Aggre Etf (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mth Treasury (SGOV)

View all positions for Rochester Wealth Strategies

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