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Schwab Strategic Tr us lrg cap etf shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 60k 62.06
2023-12-31 $3.4M 60k 56.40
2023-09-30 $2.8M 55k 50.60
2023-06-30 $3.0M 57k 52.37
2018-09-30 $417k 6.0k 69.58

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Wellington Us Value Factr (VFVA)

View all positions for Adviser Investments

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Envestnet Asset Management
HPM Partners
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Campbell Wealth Management
Diversified

View all funds holding Schwab Strategic Tr us lrg cap etf