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

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

Historical chart of XML 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 XML 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 XML Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $730k 11k 64.25
2024-03-31 $706k 11k 62.06

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard World Inf Tech Etf (VGT)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Qualcomm (QCOM)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for XML Financial

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf