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Schwab Strategic Tr us lrg cap etf shares owned by SP Asset Management

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

Historical chart of SP Asset Management 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 SP Asset Management 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 SP Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 11k 26.34
2025-06-30 $259k 11k 24.44
2025-03-31 $234k 11k 22.08
2024-12-31 $246k 11k 23.18
2024-09-30 $240k 3.5k 67.85
2024-06-30 $227k 3.5k 64.25
2024-03-31 $219k 3.5k 62.06

More positions owned by SP Asset Management

Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Abbvie (ABBV)
Ishares Tr Expanded Tech (IGV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
UnitedHealth (UNH)
Qualcomm (QCOM)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for SP Asset Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
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