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Schwab Strategic Tr us lrg cap etf shares owned by Blooom

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

Historical chart of Blooom investment in Schwab Strategic Tr us lrg cap etf

Jan 2021Apr 2021Jul 2021Oct 2021Jan 2022Apr 2022Jul 2022Oct 2022600k700k800k8k10k12k14k
Value ($)Share countHistorical SCHX position of Blooom Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Blooom 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 Blooom

Quarter filed Position value Share count Share price at filing
2022-09-30 $543k 13k 42.54
2022-06-30 $593k 13k 44.84
2022-03-31 $751k 14k 54.87
2021-12-31 $799k 7.0k 113.87
2021-09-30 $738k 7.0k 104.74
2021-06-30 $755k 7.3k 103.14
2021-03-31 $655k 6.8k 96.01
2020-12-31 $668k 7.4k 90.47

More positions owned by Blooom

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Walt Disney Company (DIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Honeywell International (HON)

View all positions for Blooom

Top funds holding Schwab Strategic Tr us lrg cap etf

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

View all funds holding Schwab Strategic Tr us lrg cap etf