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Schwab Strategic Tr us lrg cap etf shares owned by Investment Security Group

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

Historical chart of Investment Security Group 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 Investment Security Group 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 Investment Security Group

Quarter filed Position value Share count Share price at filing
2021-09-30 $101M 966k 104.03
2021-06-30 $101M 972k 103.97
2021-03-31 $94M 976k 96.03
2020-12-31 $90M 990k 90.95
2020-09-30 $79M 983k 80.51
2020-06-30 $61M 826k 74.10
2020-03-31 $51M 833k 61.25
2019-12-31 $60M 775k 76.81
2019-09-30 $58M 783k 73.87
2019-06-30 $57M 802k 70.50
2019-03-31 $54M 802k 67.61

More positions owned by Investment Security Group

Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Apple Stock (AAPL)
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)
Innovator Triple Stacker Etf - January Etf
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
At&t Stock (T)
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

View all positions for Investment Security Group

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