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Schwab Strategic Tr us lrg cap etf shares owned by Elite Life Management

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

Historical chart of Elite Life Management 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 Elite Life Management 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 Elite Life Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 56k 62.06
2023-12-31 $2.8M 50k 56.40

More positions owned by Elite Life Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A (META)

View all positions for Elite Life Management

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