Q2 2023 Holdings
Filed 2023-08-07 | 153 holdings | $379.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $24.5M | 344,589 | 6.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $24.5M | 326,611 | 6.5% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $39.8M | 547,846 | 10.5% |