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Schwab Strategic Tr us lrg cap etf shares owned by S&A Financial Services

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by S&A Financial Services from 13F filings

Historical chart of S&A Financial Services 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 S&A Financial Services 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 S&A Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $731k 29k 25.64

More positions owned by S&A Financial Services

Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Series Trust State Street Spd (SPHY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ssga Active Etf Tr State Street Bla (SRLN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Us Consum Discre (IYC)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)

View all positions for S&A Financial Services

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
Captrust Financial Advisors
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Koss-Olinger Consulting
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf