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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
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)
UnitedHealth (UNH)
Abbvie (ABBV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Expanded Tech (IGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Qualcomm (QCOM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)

View all positions for SP Asset Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf