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Schwab Strategic Tr us lrg cap etf shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts 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 Swisher Financial Concepts 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $269k 11k 25.64

More positions owned by Swisher Financial Concepts

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Abbvie (ABBV)
Ishares Msci Equal Weite (EUSA)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Apple (AAPL)
Abbott Laboratories (ABT)
Exxon Mobil Corporation (XOM)
Capital Group International SHS (CGIC)
Microsoft Corporation (MSFT)

View all positions for Swisher Financial Concepts

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