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Schwab Strategic Tr us lrg cap etf shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.4M 68k 50.60
2023-06-30 $3.6M 68k 52.37
2023-03-31 $3.1M 64k 48.37
2020-03-31 $1.3M 21k 61.25

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf