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Schwab Strategic Tr us lrg cap etf shares owned by Treybourne Wealth Planners

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

Historical chart of Treybourne Wealth Planners 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 Treybourne Wealth Planners 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 Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $512k 4.9k 104.02

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf