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Schwab Strategic Tr us lrg cap etf shares owned by AA Financial Advisors

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

Historical chart of AA Financial 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 AA Financial 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 AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 10k 26.34
2025-06-30 $251k 10k 24.44
2024-12-31 $9.5M 408k 23.18
2024-09-30 $9.1M 134k 67.85
2024-06-30 $8.5M 132k 64.25
2024-03-31 $8.4M 135k 62.06