Schwab Strategic Tr us lrg cap etf shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors 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 Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29M | 469k | 62.06 |
| 2023-12-31 | $25M | 449k | 56.40 |
| 2023-09-30 | $22M | 440k | 50.60 |
| 2023-06-30 | $23M | 436k | 52.37 |
| 2023-03-31 | $20M | 415k | 48.37 |
| 2022-12-31 | $18M | 397k | 45.15 |
| 2022-09-30 | $12M | 275k | 42.35 |
| 2022-06-30 | $13M | 286k | 44.66 |
| 2022-03-31 | $15M | 286k | 53.85 |
| 2021-12-31 | $15M | 132k | 113.82 |
| 2021-09-30 | $13M | 125k | 104.03 |
| 2021-06-30 | $12M | 118k | 103.97 |
| 2021-03-31 | $11M | 116k | 96.03 |
| 2020-12-31 | $10M | 112k | 90.95 |
| 2020-09-30 | $8.4M | 104k | 80.63 |
| 2020-06-30 | $7.7M | 104k | 74.10 |
| 2020-03-31 | $5.6M | 92k | 61.25 |
| 2019-12-31 | $6.8M | 88k | 76.81 |
| 2019-09-30 | $5.8M | 82k | 70.93 |
| 2019-06-30 | $5.4M | 77k | 70.19 |
| 2019-03-31 | $4.7M | 70k | 67.60 |
| 2018-12-31 | $2.4M | 40k | 59.70 |
| 2018-09-30 | $310k | 4.5k | 69.46 |
| 2018-06-30 | $256k | 3.9k | 65.01 |
| 2018-03-31 | $248k | 3.9k | 62.98 |
| 2017-12-31 | $251k | 3.9k | 63.74 |
| 2017-09-30 | $236k | 3.9k | 59.93 |
| 2017-06-30 | $233k | 4.0k | 57.70 |
| 2017-03-31 | $227k | 4.0k | 56.22 |
| 2016-12-31 | $215k | 4.0k | 53.24 |
| 2016-09-30 | $208k | 4.0k | 51.51 |
| 2016-06-30 | $188k | 3.8k | 49.75 |
| 2016-03-31 | $6.0k | 3.7k | 1.62 |
| 2015-12-31 | $191k | 3.9k | 48.43 |
| 2015-09-30 | $141k | 3.1k | 45.45 |
| 2015-06-30 | $142k | 2.9k | 49.37 |
| 2015-03-31 | $157k | 3.2k | 49.57 |
| 2014-12-31 | $129k | 2.6k | 49.07 |
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf