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Schwab Strategic Tr us lrg cap etf shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 33k 62.06
2023-12-31 $3.5M 62k 56.40
2023-09-30 $4.0M 78k 50.60
2023-06-30 $2.0M 38k 52.37
2023-03-31 $1.6M 32k 48.37
2022-12-31 $1.6M 35k 45.15
2022-09-30 $1.7M 40k 42.34
2022-06-30 $2.0M 45k 44.65
2022-03-31 $2.3M 43k 53.86
2021-12-31 $2.4M 21k 113.81
2021-09-30 $2.6M 25k 104.04
2021-06-30 $2.5M 24k 103.99
2021-03-31 $2.4M 25k 96.03
2020-12-31 $2.3M 26k 90.96
2020-09-30 $2.3M 29k 80.64
2020-06-30 $1.8M 25k 74.09
2020-03-31 $1.9M 30k 61.27
2019-12-31 $2.1M 27k 76.80
2019-09-30 $1.9M 27k 70.94
2019-06-30 $1.3M 19k 70.18
2019-03-31 $1.1M 17k 67.63
2018-12-31 $996k 17k 59.70
2018-09-30 $1.2M 17k 69.59
2018-06-30 $1.1M 17k 64.97
2018-03-31 $1.1M 17k 63.05
2017-12-31 $1.4M 22k 63.77
2017-09-30 $1.3M 22k 60.06
2017-06-30 $1.3M 22k 57.75
2017-03-31 $1.3M 24k 56.28
2016-12-31 $1.2M 23k 53.26
2016-09-30 $1.2M 23k 51.63
2016-06-30 $1.1M 23k 49.75
2016-03-31 $1.1M 23k 48.83
2015-12-31 $1.0M 21k 48.57
2015-09-30 $386k 8.4k 45.75
2015-06-30 $404k 8.2k 49.26
2015-03-31 $407k 8.2k 49.63
2014-12-31 $402k 8.2k 49.02
2014-09-30 $458k 9.7k 46.98
2014-06-30 $457k 9.7k 46.88
2014-03-31 $436k 9.7k 44.72

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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