Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Rockwood Wealth Management »

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

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

Historical chart of Rockwood 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 Rockwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Rockwood Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$548k	21k	26.34
2025-06-30	$508k	21k	24.44
2025-03-31	$459k	21k	22.08
2024-12-31	$319k	14k	23.27

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Ishares U S Etf Tr Short Maturity M (MEAR)

Spdr Series Trust Portfolio Short (SPSB)

American Centy Etf Tr Us Eqt Etf (AVUS)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Ishares Tr National Mun Etf (MUB)

Spdr Series Trust Portfolio Intrmd (SPIB)

Dimensional Etf Trust Global Real Est (DFGR)

Vanguard Index Fds Real Estate Etf (VNQ)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)

Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Rockwood Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp

Creative Planning

Moneta Group Investment Advisors

HBK Sorce Advisory

Sei Investments

Northwestern Mutual Wealth Management Company

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z