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Schwab Strategic Tr us lrg cap etf shares owned by Elm Advisors

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

Historical chart of Elm 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 Elm Advisors 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $236k 4.4k 53.76
2021-12-31 $250k 2.2k 113.90
2021-09-30 $228k 2.2k 103.87
2021-06-30 $228k 2.2k 103.87
2021-03-31 $211k 2.2k 96.13
2020-12-31 $200k 2.2k 91.12
2018-09-30 $153k 2.2k 69.70

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

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