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Schwab Strategic Tr us lrg cap etf shares owned by Wealth Group

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

Historical chart of Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 131k 26.34
2025-06-30 $3.2M 131k 24.44
2025-03-31 $2.6M 116k 22.08
2024-12-31 $2.7M 117k 23.18
2024-09-30 $2.7M 39k 67.85
2024-06-30 $2.5M 40k 64.25
2024-03-31 $2.3M 40k 58.54
2023-12-31 $2.3M 40k 58.54

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
JP Morgan Betabuilders US Equity (BBUS)
Ishares Msci Usa Qlt Fct (QUAL)
Vanguard Inf Tech Etf (VGT)
Vanguard S&p 500 Etf Shs (VOO)
Invesco Invesco Qqq Tr (QQQ)
Pacer Us Cash Cows 100 (COWZ)
Ishares US Equity Factor Rotation (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Div Grwth (DGRO)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Vanguard Extend Mkt Etf (VXF)
Ishares Blackrock Systematic Multi Strategy Fund Instl Cl N/l (BIMBX)
Pacer Pacer Us Small (CALF)
Invesco S&p500 Pur Gwt (RPG)

View all positions for Wealth Group

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