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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
2024-03-31 $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)
Ishares Tr Rus Top 200 Etf (IWL)
Blackrock Etf Trust Ii Flexible Income (BINC)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Timothy Plan Hig Dv Stk Etf (TPHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Strategic Equity Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf