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Schwab Strategic Tr us lrg cap etf shares owned by Wealthsimple US

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

Historical chart of Wealthsimple US 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 Wealthsimple US 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 Wealthsimple US

Quarter filed Position value Share count Share price at filing
2021-03-31 $387k 4.0k 95.96
2020-12-31 $405k 4.5k 90.99
2020-09-30 $345k 4.3k 80.72

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Vanguard World Esg Intl Stk Etf (VSGX)
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Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Msci Gbl Min Vol (ACWV)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Square Cl A (SQ)

View all positions for Wealthsimple US

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf