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Schwab Strategic Tr us lrg cap etf shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone 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 Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $357k 15k 24.44
2024-06-30 $16k 252 64.25
2024-03-31 $16k 252 62.06
2023-12-31 $14k 252 56.40

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Neos Etf Trust Nasdaq 100 High (QQQI)
Amazon (AMZN)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Tyler-Stone 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
Captrust Financial Advisors
Wealth Enhancement Advisory Services
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf