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Schwab Strategic Tr us lrg cap etf shares owned by WBI Investments

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

Historical chart of WBI Investments 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 WBI Investments 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 WBI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 9.1k 26.34
2025-06-30 $224k 9.2k 24.44

More positions owned by WBI Investments

Absolute Shs Tr Wbi Pwr Fctr Etf (WBIY)
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)
Victory Portfolios Ii Shares Free Cash (VFLO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Interactive Brokers Group In Com Cl A (IBKR)
Altria (MO)
Verizon Communications (VZ)
Kla Corp Com New (KLAC)
Pfizer (PFE)

View all positions for WBI Investments

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