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Schwab Strategic Tr us lrg cap etf shares owned by Round Rock Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Round Rock Advisors from 13F filings

Historical chart of Round Rock Advisors 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 Round Rock Advisors 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 Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $500k 19k 26.91
2025-09-30 $489k 19k 26.34
2025-06-30 $449k 18k 24.44
2025-03-31 $406k 18k 22.08
2024-12-31 $1.2M 53k 23.18

More positions owned by Round Rock Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Select Divid Etf (DVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Short Durtn Strg (SDSI)
Alphabet Cap Stk Cl C (GOOG)
Neuberger Berman Etf Trust Short Duration I (NBSD)

View all positions for Round Rock Advisors

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