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Schwab Strategic Tr us lrg cap etf shares owned by Vantage Financial Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Vantage Financial Partners from 13F filings

Historical chart of Vantage Financial Partners 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 Vantage Financial Partners 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 Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 212k 64.25
2024-03-31 $13M 208k 62.06
2023-12-31 $12M 205k 56.40
2023-09-30 $10M 203k 50.60
2023-06-30 $11M 213k 52.37
2023-03-31 $10M 214k 48.37

More positions owned by Vantage Financial Partners

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Vantage Financial Partners

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf