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Schwab Strategic Tr us lrg cap etf shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning Group 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 Planning Group 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 Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 3.7k 67.86
2024-06-30 $234k 3.6k 64.25

More positions owned by Strategic Planning Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Principal Exchange Traded Active High Yl (YLD)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Etfis Ser Tr I Virtus Newfleet (NFLT)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wal-Mart Stores (WMT)
Netflix (NFLX)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Strategic Planning Group

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