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Schwab Strategic Tr us lrg cap etf shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group 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 Worth Financial Advisory Group 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $334k 4.9k 67.85
2024-06-30 $258k 4.0k 64.25

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
JPMorgan Chase & Co. (JPM)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf