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Disclosed positions
Campbell Wealth Management: source evidence dated 2025-01-31T04:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHX
- Class
- US LRG CAP ETF
- Reported value
- $365,778,000
- Reported amount
- 15,779,897
- 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: 0001736648-25-000001Open 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
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $365,778,000 | 15,779,897 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $132,942,000 | 1,371,949 | SH | None |
| SCHWAB STRATEGIC TR | SCHI | 5 10YR CORP BD | $125,397,000 | 5,681,777 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $79,223,000 | 193,020 | SH | None |
| SPDR DOW JONES INDL AVERAGE | DIA | UT SER 1 | $71,833,000 | 168,821 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $66,706,000 | 863,284 | SH | None |
| SELECT SECTOR SPDR TR | XLI | INDL | $41,632,000 | 315,965 | SH | None |
| SELECT SECTOR SPDR TR | XLF | FINANCIAL | $36,553,000 | 756,328 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $30,295,000 | 51,463 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $25,574,000 | 922,911 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCP | BULSHS 2025 CB | $25,334,000 | 1,226,816 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $20,799,000 | 62,225 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $16,703,000 | 51,848 | SH | None |
| ISHARES TR | SGOV | 0-3 MNTH TREASRY | $8,517,000 | 84,902 | SH | None |
| APPLE INC | AAPL | COM | $5,712,000 | 22,810 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $4,796,000 | 44,587 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,520,000 | 10,724 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $3,971,000 | 153,540 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $3,812,000 | 17,250 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $2,151,000 | 3,671 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $2,075,000 | 33,297 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,907,000 | 2,470 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,840,000 | 8,389 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,217,000 | 5,537 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $1,178,000 | 4,224 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,177,000 | 8,766 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $1,135,000 | 20,066 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $988,000 | 13,775 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $889,000 | 2,215 | SH | None |
| CHEVRON CORP NEW | CVX | COM | $856,000 | 5,907 | SH | None |
| BROADCOM INC | AVGO | COM | $810,000 | 3,493 | SH | None |
| HOME DEPOT INC | HD | COM | $798,000 | 2,051 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $750,000 | 10,425 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $729,000 | 1,609 | SH | None |
| SELECT SECTOR SPDR TR | XLY | SBI CONS DISCR | $689,000 | 3,071 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $677,000 | 1,973 | SH | None |
| DOMINION ENERGY INC | D | COM | $652,000 | 12,111 | SH | None |
| ABBVIE INC | ABBV | COM | $637,000 | 3,583 | SH | None |
| ABBOTT LABS | ABT | COM | $619,000 | 5,468 | SH | None |
| METTLER TOLEDO INTERNATIONAL | MTD | COM | $608,000 | 497 | SH | None |
| SCIENCE APPLICATIONS INTL CO | SAIC | COM | $562,000 | 5,026 | SH | None |
| CACI INTL INC | CACI | CL A | $541,000 | 1,338 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $528,000 | 2,201 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $524,000 | 843 | SH | None |
| FIRST TR EXCHANGE TRADED FD | SKYY | CLOUD COMPUTING | $503,000 | 4,222 | SH | None |
| SELECT SECTOR SPDR TR | XLK | TECHNOLOGY | $496,000 | 2,134 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $495,000 | 2,640 | SH | None |
| SPDR SER TR | SPLG | PORTFOLIO S&P500 | $481,000 | 6,981 | SH | None |
| ORACLE CORP | ORCL | COM | $476,000 | 2,858 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $457,000 | 868 | 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.