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Schwab Strategic Tr us lrg cap etf shares owned by Retirement Income Solutions

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

Historical chart of Retirement Income Solutions 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 Retirement Income Solutions 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 Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $756k 12k 62.06
2023-12-31 $687k 12k 56.40
2023-09-30 $263k 5.2k 50.60
2023-06-30 $272k 5.2k 52.37
2023-03-31 $251k 5.2k 48.37
2022-12-31 $235k 5.2k 45.15
2022-09-30 $223k 5.2k 42.92
2022-06-30 $232k 5.2k 44.65
2022-03-31 $280k 5.2k 53.89
2021-12-31 $296k 2.6k 113.93
2021-09-30 $270k 2.6k 103.93
2021-06-30 $270k 2.6k 103.93
2021-03-31 $249k 2.6k 95.84
2020-12-31 $236k 2.6k 90.84

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)

View all positions for Retirement Income Solutions

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