Taylor & Morgan Wealth Management »

Schwab Strategic Tr us lrg cap etf shares owned by Taylor & Morgan Wealth Management

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

Historical chart of Taylor & Morgan Wealth 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 Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Taylor & Morgan Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $534k 20k 26.91

More positions owned by Taylor & Morgan Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Taylor & Morgan Wealth Management

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
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf