Schwab Strategic Tr us lrg cap etf shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 679k | 26.35 |
| 2025-06-30 | $16M | 645k | 24.44 |
| 2025-03-31 | $13M | 564k | 22.08 |
| 2024-12-31 | $9.4M | 405k | 23.18 |
| 2024-09-30 | $9.2M | 135k | 67.85 |
| 2024-06-30 | $8.3M | 130k | 64.25 |
| 2024-03-31 | $7.2M | 115k | 62.06 |
More positions owned by Up Strategic Wealth Investment Advisors
View all positions for Up Strategic Wealth Investment Advisors
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf