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Schwab Strategic Tr us lrg cap etf shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 307k 67.85
2024-06-30 $22M 346k 64.25
2024-03-31 $22M 356k 62.05
2023-12-31 $20M 349k 56.41
2023-09-30 $18M 361k 50.63
2023-06-30 $20M 378k 52.41
2023-03-31 $19M 395k 48.40
2022-12-31 $17M 378k 45.19
2022-09-30 $16M 382k 42.35
2022-03-31 $20M 371k 53.89
2021-12-31 $22M 194k 113.84
2021-09-30 $20M 193k 104.13
2021-06-30 $20M 194k 103.96
2021-03-31 $18M 187k 96.00
2020-12-31 $18M 200k 90.96
2020-09-30 $16M 198k 80.62
2020-06-30 $14M 193k 74.15
2020-03-31 $9.6M 157k 61.18
2019-12-31 $13M 162k 76.87
2019-09-30 $12M 163k 70.88
2019-06-30 $12M 166k 70.15
2019-03-31 $10M 154k 67.54
2018-12-31 $7.8M 130k 59.68
2018-09-30 $10M 145k 69.55
2018-06-30 $9.9M 153k 65.02
2018-03-31 $8.5M 135k 63.03
2017-12-31 $9.0M 140k 63.80
2017-09-30 $8.6M 143k 59.92
2017-06-30 $8.2M 141k 57.77
2017-03-31 $8.6M 153k 56.33
2016-12-31 $6.3M 118k 53.23
2016-09-30 $4.5M 93k 48.84
2016-06-30 $4.5M 93k 48.84
2016-03-31 $4.6M 94k 48.84
2015-12-31 $5.9M 121k 48.57

More positions owned by Asset Dedication

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Dimensional Etf Trust Intl Small Cap V (DISV)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Apple (AAPL)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Asset Dedication

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf