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Schwab Strategic Tr us lrg cap etf shares owned by U S Wealth Group

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

Historical chart of U S Wealth Group 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 U S Wealth Group 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 U S Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 226k 26.34
2025-06-30 $5.5M 224k 24.44

More positions owned by U S Wealth Group

TLT Etf (TLT)
Ishares Tr Lehman Bd Common Stock (AGG)
Ief Etf (IEF)
Alphabet Common Stock (GOOGL)
Nvidia Corp Common Stock (NVDA)
Apple Computer Common Stock (AAPL)
Streettracks Gold TRUST Common Stock
Schwab US Large Cap Etf Etf (SCHX)
Facebook Inc Class A Common Stock (META)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Goldman Sachs Group Common Stock (GS)
Exxon Mobil Corporation Common Stock (XOM)
Broadcom Common Stock
United Rentals Common Stock (URI)

View all positions for U S Wealth Group

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