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Disclosed positions
MONEYWISE, INC.: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHX
- Class
- US LRG CAP ETF
- Reported value
- $20,972,460
- Reported amount
- 712,622
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000568Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $20,972,460 | 712,622 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $17,487,131 | 106,454 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $17,382,117 | 23,276 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $16,634,454 | 39,011 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $15,348,494 | 44,629 | SH | None |
| NORTHERN LTS FD TR IV | PTL | INSPIRE 500 ETF | $12,834,928 | 44,863 | SH | None |
| STRATEGY SHS | ESUM | EVENTIDE US MRKT | $8,909,031 | 290,812 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $8,875,236 | 40,123 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $8,707,605 | 127,286 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $8,074,833 | 83,608 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $7,662,086 | 25,502 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $6,887,475 | 31,604 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $6,786,144 | 184,056 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $6,513,674 | 128,729 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $6,424,134 | 33,719 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $6,295,225 | 118,532 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $6,213,764 | 224,324 | SH | None |
| STRATEGY SHS | ESSC | EVEN SMAL CA ETF | $6,069,544 | 190,897 | SH | None |
| NORTHERN LTS FD TR IV | FDLS | INSPIRE FIDELIS | $3,682,251 | 87,113 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $3,533,775 | 56,813 | SH | None |
| ISHARES TR | IWL | RUS TOP 200 ETF | $3,352,612 | 18,127 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $3,330,214 | 40,201 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,246,231 | 4,335 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $2,990,430 | 64,798 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $2,883,222 | 57,003 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,818,463 | 32,720 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,787,851 | 9,197 | SH | None |
| NORTHERN LTS FD TR IV | BIBL | INSPIRE 100 ETF | $2,503,530 | 43,254 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $2,492,485 | 68,987 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $2,429,428 | 22,022 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $2,378,974 | 45,392 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $2,127,946 | 26,411 | SH | None |
| STRATEGY SHS | ELCV | EVEN HIGH DI ETF | $2,057,902 | 62,607 | SH | None |
| SCHWAB STRATEGIC TR | SCHJ | 1 5YR CORP BD | $2,029,837 | 82,313 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $2,020,038 | 55,710 | SH | None |
| AMERICAN CENTY ETF TR | QGRO | US QUALITY GROW | $1,954,083 | 16,553 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,932,563 | 19,525 | SH | None |
| NORTHERN LTS FD TR IV | WWJD | INSPIRE INTL ETF | $1,775,536 | 46,565 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,627,034 | 21,100 | SH | None |
| FIRST TR EXCHANGE-TRADED ALP | FYC | SML CP GRW ALP | $1,462,385 | 11,484 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $1,323,988 | 9,627 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,270,918 | 3,597 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,224,648 | 3,310 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $1,183,542 | 51,169 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLQM | US MID CP MLTFCT | $1,168,500 | 20,187 | SH | None |
| FIS TR | PRAY | CHRISTIAN STK FD | $1,131,843 | 31,930 | SH | None |
| NORTHERN LTS FD TR IV | BLES | INSPIRE GBL HOPE | $1,128,951 | 23,673 | SH | None |
| PACER FDS TR | CALF | US SM CAP CA ETF | $1,077,872 | 21,298 | SH | None |
| MICROSOFT CORP | MSFT | COM | $995,663 | 2,669 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPLV | S&P500 LOW VOL | $811,776 | 10,838 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.