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Schwab Strategic Tr us lrg cap etf shares owned by Carlson Capital Management

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

Historical chart of Carlson Capital Management 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 Carlson Capital Management 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 Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 17k 62.06
2023-12-31 $4.2M 75k 56.40
2023-09-30 $3.3M 66k 50.60
2023-06-30 $3.3M 63k 52.37
2023-03-31 $3.0M 63k 48.37
2022-12-31 $2.8M 63k 45.15
2022-09-30 $2.4M 58k 42.35
2022-06-30 $2.7M 60k 44.66
2022-03-31 $3.4M 63k 53.85
2021-12-31 $3.7M 33k 113.83
2021-09-30 $3.5M 34k 104.03
2021-06-30 $3.5M 34k 103.96
2021-03-31 $3.3M 35k 96.04
2020-12-31 $3.4M 36k 92.90
2020-09-30 $3.0M 37k 80.64
2020-06-30 $2.9M 38k 76.38
2020-03-31 $2.7M 40k 67.30
2019-12-31 $3.3M 43k 76.81
2019-09-30 $3.1M 44k 70.93
2019-06-30 $2.9M 41k 70.19
2019-03-31 $2.8M 42k 67.62
2018-12-31 $2.6M 44k 59.71
2018-09-30 $2.5M 36k 69.56
2018-06-30 $2.3M 35k 65.00
2018-03-31 $2.3M 36k 63.09
2017-12-31 $2.3M 37k 63.78
2017-09-30 $2.2M 37k 60.04
2017-06-30 $2.2M 37k 57.78
2017-03-31 $2.1M 38k 56.26
2016-12-31 $2.1M 40k 53.25
2016-09-30 $2.1M 41k 51.61
2016-06-30 $2.1M 43k 49.77
2016-03-31 $2.1M 43k 48.83
2015-12-31 $2.1M 43k 48.56
2015-09-30 $2.0M 44k 45.75
2015-06-30 $2.2M 44k 49.30
2015-03-31 $2.2M 45k 49.56
2014-12-31 $2.2M 45k 49.04
2014-09-30 $2.1M 44k 46.99
2014-06-30 $2.1M 45k 46.82
2014-03-31 $2.0M 46k 44.70
2013-12-31 $2.0M 46k 44.07
2013-09-30 $1.9M 47k 40.21
2013-06-30 $1.7M 45k 38.18

More positions owned by Carlson Capital Management

Ea Series Trust Ccm Global Equit
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Real Estate Etf (VNQ)
UnitedHealth (UNH)

View all positions for Carlson Capital Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf