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Schwab Strategic Tr us lrg cap etf shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI 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 Investment Advisors / MI 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 Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2023-12-31 $528k 9.4k 56.40
2022-09-30 $203k 4.8k 42.37

More positions owned by Strategic Investment Advisors / MI

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)

View all positions for Strategic Investment Advisors / MI

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