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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
2025-09-30 $639k 24k 26.34
2025-06-30 $593k 24k 24.44
2025-03-31 $538k 24k 22.17
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)
Pimco CA Municipal Income Fund (PCQ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Municipal Income Fund II (PML)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Silver Tr Ishares (SLV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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
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