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Schwab Strategic Tr us lrg cap etf shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 85k 62.06
2023-12-31 $4.9M 86k 56.40
2023-09-30 $4.3M 86k 50.60
2023-06-30 $4.5M 85k 52.37
2023-03-31 $4.3M 88k 48.37
2022-12-31 $4.0M 88k 45.15
2022-09-30 $3.9M 92k 42.34
2022-06-30 $4.2M 93k 44.69
2022-03-31 $5.1M 95k 53.87
2021-12-31 $5.8M 51k 113.82
2021-09-30 $4.7M 45k 103.97
2021-06-30 $4.7M 45k 103.98
2021-03-31 $4.5M 47k 96.00
2020-12-31 $4.5M 49k 90.96
2020-09-30 $4.0M 49k 80.62
2020-06-30 $3.7M 49k 74.12
2020-03-31 $3.8M 62k 61.24
2019-12-31 $5.0M 65k 76.84
2019-09-30 $4.4M 62k 70.99
2019-06-30 $4.3M 61k 70.16
2019-03-31 $4.5M 67k 67.60
2018-12-31 $4.2M 70k 59.66
2018-09-30 $5.0M 72k 69.53
2018-06-30 $5.9M 92k 64.99
2018-03-31 $6.4M 102k 63.08
2017-12-31 $712k 11k 63.77
2017-09-30 $9.3M 155k 60.04
2017-06-30 $11M 197k 57.77
2017-03-31 $12M 217k 56.27
2016-12-31 $12M 218k 53.26
2016-09-30 $11M 218k 51.62
2016-06-30 $9.0M 183k 49.31
2016-03-31 $12M 251k 48.84
2015-09-30 $245k 5.2k 47.57
2015-06-30 $253k 5.1k 49.24

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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