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Schwab Strategic Tr us lrg cap etf shares owned by Poehling Capital Management

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

Historical chart of Poehling Capital 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 Poehling Capital 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 Poehling Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 51k 62.06

More positions owned by Poehling Capital Management

Bristol Myers Squibb (BMY)
Berkshire Hathaway Class B Cl B New (BRK.B)
Fairfax Financial Holdings Lim (FRFHF)
Markel Corporation (MKL)
Cannae Holdings (CNNE)
Charles Schwab Corporation (SCHW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Wells Fargo & Company (WFC)
Fidelity National Information Services (FIS)
3M Company (MMM)
Viatris (VTRS)
Occidental Petroleum Corporation (OXY)
Mastercard Inc Class A Cl A (MA)

View all positions for Poehling Capital 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