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Schwab Strategic Tr us lrg cap etf shares owned by SMART Wealth

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

Historical chart of SMART Wealth 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 SMART Wealth 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 SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 9.7k 26.91
2025-03-31 $317k 14k 22.08

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NVIDIA Corporation (NVDA)
Tidal Trust Ii Nicholas Fixed (FIAX)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Innovator Etfs Trust Innovator Us Eq (EALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
J P Morgan Exchange Traded Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Ft Vest Us (DJAN)

View all positions for SMART Wealth

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