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Schwab Strategic Tr us lrg cap etf shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 1.1k 25.63
2025-12-31 $30k 1.1k 26.92
2025-09-30 $30k 1.1k 26.34

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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