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Schwab Strategic Tr us lrg cap etf shares owned by Waddell & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates 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 Waddell & Associates 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 Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 14k 26.34
2025-06-30 $338k 14k 24.44

More positions owned by Waddell & Associates

FedEx Corporation (FDX)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Global X Fds Adaptive Us (AUSF)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Waddell & Associates

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