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Schwab Strategic Tr us lrg cap etf shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 59k 26.34
2025-06-30 $1.2M 48k 24.44
2025-03-31 $1.0M 46k 22.08
2024-12-31 $945k 41k 23.18
2024-09-30 $302k 4.4k 67.85
2024-06-30 $282k 4.4k 64.26
2023-12-31 $324k 5.7k 56.40

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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
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JPMorgan Chase & Co. (JPM)
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Meta Platforms Cl A Call Option (META)
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J P Morgan Exchange Traded F Equity Premium (JEPI)
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Broadcom Call Option (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)
Wal-Mart Stores (WMT)

View all positions for TCG Advisory Services

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
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