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Schwab Strategic Tr us lrg cap etf shares owned by Capital Advantage

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Capital Advantage from 13F filings

Historical chart of Capital Advantage 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 Capital Advantage consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Capital Advantage

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 28k 56.40
2023-09-30 $1.4M 28k 50.60
2023-06-30 $1.4M 27k 52.01
2023-03-31 $1.4M 29k 48.23
2022-12-31 $1.5M 32k 45.15
2022-09-30 $1.4M 32k 42.37
2022-06-30 $1.4M 32k 44.65
2022-03-31 $1.7M 32k 53.86
2021-12-31 $1.8M 16k 108.87
2021-09-30 $1.7M 17k 104.01
2021-06-30 $1.8M 17k 103.96
2021-03-31 $1.7M 18k 96.05
2020-12-31 $1.5M 17k 90.39
2020-09-30 $1.4M 17k 82.23
2020-06-30 $1.3M 17k 74.11
2020-03-31 $1.2M 18k 68.19
2019-12-31 $1.4M 18k 78.56
2019-09-30 $1.4M 20k 70.91
2019-03-31 $1.4M 21k 67.61
2018-12-31 $1.7M 28k 59.71
2018-09-30 $1.6M 23k 69.55
2018-06-30 $1.5M 22k 65.00
2018-03-31 $1.3M 21k 63.06
2017-12-31 $1.2M 19k 63.76
2017-09-30 $1.3M 22k 60.02
2017-06-30 $1.3M 22k 57.79
2017-03-31 $2.5M 44k 56.27
2016-12-31 $2.5M 46k 53.26
2016-09-30 $2.3M 45k 51.62
2016-06-30 $2.2M 45k 49.77
2016-03-31 $2.3M 47k 48.84
2015-12-31 $1.7M 34k 48.57
2015-09-30 $1.4M 31k 45.76
2015-06-30 $461k 9.4k 49.30
2015-03-31 $245k 4.9k 49.64

More positions owned by Capital Advantage

Vanguard Intermediate Term Corporate ETF Etf (VCIT)
PS Interest Rate Hedged ETF Etf (IGHG)
BlackRock Ultra Short Term Bond ETF Etf (ICSH)
Vanguard International Dividend ETF Etf (VIGI)
Schwab Fundamental Intl Large Co ETF Etf (FNDF)
VanEck IG Floating Rate ETF Etf (FLTR)
Vanguard Health Care ETF Etf (VHT)
Vanguard Dividend Appreciation ETF Etf (VIG)
Vanguard Intl High Dividend ETF Etf (VYMI)
Vanguard Mid Cap Value ETF Etf (VOE)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Mega Cap Value ETF Etf (MGV)
Consumer Staples SPDR ETF Etf (XLP)
iShares Core S&P Small Cap ETF Etf (IJR)
iShares Floating Rate ETF Etf (FLOT)

View all positions for Capital Advantage

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf