Dakota Wealth Management
Position in SCHX — Schwab U.S. Large-Cap ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHX | $3,465,348 | 135,154 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SCHX | $8,477,349 | 315,026 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 SCHX | $3,484,834 | 132,302 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||