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Schwab Strategic Tr us lrg cap etf shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity 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 Strategic Equity 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 Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 524k 67.85
2024-06-30 $26M 406k 64.25
2024-03-31 $21M 341k 62.06
2023-12-31 $15M 271k 56.40

More positions owned by Strategic Equity Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Eafe Value Etf (EFV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Strategic Equity Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf