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Schwab Strategic Tr us lrg cap etf shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 25k 67.85
2024-06-30 $289k 4.5k 64.25
2019-03-31 $449k 6.6k 67.54
2015-12-31 $701k 14k 48.55

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View all positions for WMS Partners

Top funds holding Schwab Strategic Tr us lrg cap etf

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Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
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View all funds holding Schwab Strategic Tr us lrg cap etf