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Schwab Strategic Tr us lrg cap etf shares owned by Spartan Wealth Advisory Services

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

Historical chart of Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 133k 25.64

More positions owned by Spartan Wealth Advisory Services

Micron Technology (MU)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Sandisk Corp (SNDK)
Western Digital (WDC)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Spartan Wealth Advisory Services

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