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Schwab Strategic Tr us lrg cap etf shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $973k 16k 62.08
2023-12-31 $1.1M 20k 56.39
2023-09-30 $888k 18k 50.58
2023-06-30 $882k 17k 52.39
2023-03-31 $860k 18k 48.38
2022-12-31 $764k 16k 46.90
2022-09-30 $749k 18k 42.32
2022-06-30 $823k 18k 44.68
2022-03-31 $1.0M 19k 53.86
2021-12-31 $718k 6.3k 113.77
2021-09-30 $647k 6.2k 104.04
2021-06-30 $718k 6.9k 104.01
2021-03-31 $664k 6.9k 96.09
2020-12-31 $639k 7.0k 90.90
2020-09-30 $567k 7.0k 80.64
2020-06-30 $584k 7.9k 74.04
2020-03-31 $480k 7.8k 61.26
2019-12-31 $609k 7.9k 76.69
2019-09-30 $2.9M 40k 70.92
2019-06-30 $2.8M 41k 70.18
2019-03-31 $2.7M 41k 67.60
2018-12-31 $2.4M 41k 59.70
2018-09-30 $2.7M 39k 69.56
2018-06-30 $2.6M 40k 64.97
2018-03-31 $2.5M 40k 63.06
2017-12-31 $2.5M 39k 63.76
2017-09-30 $2.4M 39k 60.03
2017-06-30 $2.3M 39k 57.77
2017-03-31 $2.5M 44k 56.39
2016-12-31 $2.4M 45k 53.25
2016-09-30 $2.3M 45k 51.61
2016-06-30 $2.5M 50k 49.76
2016-03-31 $2.4M 49k 48.83
2015-12-31 $2.2M 45k 48.57
2015-09-30 $1.4M 30k 45.74
2015-06-30 $1.5M 31k 49.28
2015-03-31 $1.5M 31k 49.62
2014-12-31 $2.0M 41k 49.04
2014-09-30 $1.3M 28k 47.01

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf