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Schwab Strategic Tr us lrg cap etf shares owned by AlTi Global

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

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 25k 62.06
2023-12-31 $1.4M 25k 56.40

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)

View all positions for AlTi Global

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