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Schwab Strategic Tr us lrg cap etf shares owned by Williams & Novak

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

Historical chart of Williams & Novak 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 Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $563k 24k 23.18
2024-09-30 $549k 8.1k 67.85
2024-06-30 $526k 8.2k 64.25
2024-03-31 $458k 8.1k 56.40
2023-12-31 $458k 8.1k 56.40

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

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
Campbell Wealth Management
Diversified Enterprises
Envestnet Asset Management
Mercer Global Advisors
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf