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Schwab Strategic Tr us lrg cap etf shares owned by Womack Financial

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

Historical chart of Womack Financial 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 Womack Financial 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 Womack Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 63k 26.91
2025-09-30 $1.3M 49k 26.34
2025-06-30 $266k 11k 24.44
2025-03-31 $240k 11k 22.08
2024-12-31 $310k 13k 23.18

More positions owned by Womack Financial

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Southwest Corporation (CSWC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Markel Corporation (MKL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Triumph Ban (TFIN)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Womack Financial

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Sage Financial
Captrust Financial Advisors
Wealth Enhancement Advisory Services
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf