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Schwab Strategic Tr us lrg cap etf shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$15k	585	26.34
2025-06-30	$606k	25k	24.44
2025-03-31	$2.2M	3.0k	738.96

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Janus Detroit Street Trust Exchange Traded Fund (JAAA)

Innovator ETF Trust Exchange Traded Fund (BALT)

Tesla Common / Ordinary Stock (TSLA)

Vanguard Etf/usa Exchange Traded Fund (VIG)

JP Morgan Investment Management Exchange Traded Fund (JEPI)

ARK Investment Management Exchange Traded Fund (ARKK)

BlackRock Fund Advisors Exchange Traded Fund (MTUM)

Vanguard Etf/usa Exchange Traded Fund (VT)

Apple Common / Ordinary Stock (AAPL)

First Trust ETFs/USA Exchange Traded Fund (RDVI)

Vanguard Etf/usa Exchange Traded Fund (VIGI)

Western Asset Management Closed-end Fund (WEA)

Vanguard ETF/USA Exchange Traded Fund (VEA)

Charles Schwab Investment Management Exchange Traded Fund (FNDF)

JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

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View all funds holding Schwab Strategic Tr us lrg cap etf

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