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Schwab Strategic Tr us lrg cap etf shares owned by Sierra Summit Advisors

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

Historical chart of Sierra Summit 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 Sierra Summit 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 Sierra Summit Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $311k 4.8k 64.25
2024-03-31 $278k 4.5k 62.06
2023-12-31 $252k 4.5k 56.40

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Intuitive Surgical Com New (ISRG)
Palo Alto Networks (PANW)
Meta Platforms Cl A (META)
Boston Scientific Corporation (BSX)
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Datadog Cl A Com (DDOG)
Icon SHS (ICLR)
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First Solar (FSLR)
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View all positions for Sierra Summit Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf