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Schwab Strategic Tr us lrg cap etf shares owned by Td Private Client Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Td Private Client Wealth from 13F filings

Historical chart of Td Private Client Wealth 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 Td Private Client Wealth 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 Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 45k 64.25
2024-03-31 $2.7M 43k 62.06
2023-12-31 $2.0M 35k 56.40
2023-09-30 $1.8M 36k 50.60
2023-06-30 $2.5M 47k 52.37
2023-03-31 $2.3M 48k 48.37
2022-12-31 $2.1M 47k 45.15
2022-09-30 $2.0M 47k 42.35
2022-06-30 $2.0M 45k 44.66
2022-03-31 $2.4M 45k 53.85

More positions owned by Td Private Client Wealth

Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Microsoft Corp Common Stock (MSFT)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)

View all positions for Td Private Client Wealth

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Management
Creative Planning
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Mercer Global Advisors
Prime Capital Investment Advisors
Diversified

View all funds holding Schwab Strategic Tr us lrg cap etf