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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

May 2024Jul 2024Sep 2024Nov 2024Jan 2025350k400k450k500k550k5k10k15k20k25k
Value ($)Share countHistorical SCHX position of Wealth Group Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $553k 24k 23.17
2024-09-30 $561k 8.3k 67.87
2024-06-30 $506k 7.9k 64.22
2024-03-31 $357k 5.8k 62.03

More positions owned by Wealth Group

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
TJX Companies (TJX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
Truist Financial Corp equities (TFC)
Mastercard Incorporated Cl A (MA)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Duke Energy Corp Com New (DUK)
Costco Wholesale Corporation (COST)
Home Depot (HD)

View all positions for Wealth Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Sei Investments
HBK Sorce Advisory
Moneta Group Investment Advisors
Sage Financial
Northwestern Mutual Wealth Management Company
HPM Partners
UBS Group
Wealth Enhancement Advisory Services
Campbell Wealth Management
Diversified Enterprises
Envestnet Asset Management
Mercer Global Advisors
Prime Capital Investment Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf