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Schwab Strategic Tr us lrg cap etf shares owned by Capital Advantage

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 33k 67.85
2024-06-30 $1.9M 29k 65.57
2024-03-31 $1.7M 28k 61.77
2023-12-31 $1.6M 28k 56.40
2023-09-30 $1.4M 28k 50.60
2023-06-30 $1.4M 27k 52.01
2023-03-31 $1.4M 29k 48.23
2022-12-31 $1.5M 32k 45.15
2022-09-30 $1.4M 32k 42.37
2022-06-30 $1.4M 32k 44.65
2022-03-31 $1.7M 32k 53.86
2021-12-31 $1.8M 16k 108.87
2021-09-30 $1.7M 17k 104.01
2021-06-30 $1.8M 17k 103.96
2021-03-31 $1.7M 18k 96.05
2020-12-31 $1.5M 17k 90.39
2020-09-30 $1.4M 17k 82.23
2020-06-30 $1.3M 17k 74.11
2020-03-31 $1.2M 18k 68.19
2019-12-31 $1.4M 18k 78.56
2019-09-30 $1.4M 20k 70.91
2019-03-31 $1.4M 21k 67.61
2018-12-31 $1.7M 28k 59.71
2018-09-30 $1.6M 23k 69.55
2018-06-30 $1.5M 22k 65.00
2018-03-31 $1.3M 21k 63.06
2017-12-31 $1.2M 19k 63.76
2017-09-30 $1.3M 22k 60.02
2017-06-30 $1.3M 22k 57.79
2017-03-31 $2.5M 44k 56.27
2016-12-31 $2.5M 46k 53.26
2016-09-30 $2.3M 45k 51.62
2016-06-30 $2.2M 45k 49.77
2016-03-31 $2.3M 47k 48.84
2015-12-31 $1.7M 34k 48.57
2015-09-30 $1.4M 31k 45.76
2015-06-30 $461k 9.4k 49.30
2015-03-31 $245k 4.9k 49.64

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

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