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Schwab Strategic Tr us lrg cap etf shares owned by Wilbanks Smith & Thomas Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wilbanks Smith & Thomas Asset Management from 13F filings

Historical chart of Wilbanks Smith & Thomas Asset 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 Wilbanks Smith & Thomas Asset 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 Wilbanks Smith & Thomas Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 21k 56.40
2023-09-30 $1.1M 22k 50.60
2023-06-30 $1.2M 22k 52.37
2023-03-31 $1.0M 21k 48.37
2022-12-31 $938k 21k 45.15
2022-09-30 $856k 20k 42.34
2022-06-30 $904k 20k 44.66
2022-03-31 $585k 12k 49.48
2021-12-31 $1.1M 10k 113.81
2021-09-30 $1.0M 10k 104.05
2021-06-30 $1.1M 10k 103.96
2021-03-31 $981k 10k 96.04
2020-12-31 $1.0M 11k 90.97
2020-09-30 $877k 11k 80.63
2020-06-30 $796k 11k 74.13
2020-03-31 $639k 10k 61.35
2019-12-31 $812k 11k 76.84
2019-09-30 $735k 10k 70.95
2019-06-30 $698k 9.9k 70.21
2019-03-31 $626k 9.3k 67.57
2018-12-31 $554k 9.3k 59.69
2018-09-30 $289k 4.1k 69.67
2018-06-30 $263k 4.0k 65.02
2018-03-31 $240k 3.8k 63.04
2015-12-31 $240k 4.9k 48.58
2015-09-30 $226k 4.9k 45.75
2015-06-30 $251k 5.1k 49.41
2015-03-31 $253k 5.1k 49.56
2014-12-31 $1.1M 22k 49.03
2014-09-30 $1.3M 27k 46.98
2014-06-30 $943k 20k 46.83
2014-03-31 $1.1M 24k 44.72
2013-12-31 $1.5M 33k 44.07
2013-09-30 $1.6M 39k 40.21
2013-06-30 $2.0M 52k 38.18

More positions owned by Wilbanks Smith & Thomas Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Norfolk Southern (NSC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Wilbanks Smith & Thomas Asset Management

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