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Schwab Strategic Tr us lrg cap etf shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $512k 9.1k 56.40
2023-09-30 $554k 11k 50.60
2023-06-30 $573k 11k 52.37
2023-03-31 $529k 11k 48.37
2022-12-31 $318k 7.0k 45.15

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

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