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Schwab Strategic Tr us lrg cap etf shares owned by Hrc Wealth Management

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

Historical chart of Hrc Wealth 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 Hrc Wealth 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 Hrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 382k 62.06
2023-12-31 $22M 385k 56.40

More positions owned by Hrc Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Boeing Company (BA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Eafe Grwth Etf (EFG)
NVIDIA Corporation (NVDA)

View all positions for Hrc Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
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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