Caprock »

Schwab Strategic Tr us lrg cap etf shares owned by Caprock

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

Historical chart of Caprock 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 Caprock consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Caprock

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 141k 67.85
2024-06-30 $9.2M 143k 64.46
2024-03-31 $1.9M 31k 62.06
2023-12-31 $1.8M 31k 56.40
2023-09-30 $1.6M 31k 50.60
2023-06-30 $1.8M 34k 52.37
2023-03-31 $1.9M 39k 48.37
2022-12-31 $1.8M 39k 45.15
2022-09-30 $599k 14k 42.34
2022-06-30 $719k 16k 44.67
2022-03-31 $866k 16k 53.84
2021-12-31 $916k 8.0k 113.90
2021-09-30 $709k 6.8k 104.00
2021-06-30 $708k 6.8k 103.93
2021-03-31 $1.1M 11k 96.07
2020-12-31 $462k 5.1k 91.03
2020-09-30 $409k 5.1k 80.59
2020-06-30 $376k 5.1k 74.09
2020-03-31 $311k 5.1k 61.28
2019-12-31 $402k 5.2k 76.86
2019-09-30 $371k 5.2k 70.94
2019-06-30 $385k 5.5k 70.58
2019-03-31 $364k 5.4k 67.66
2018-12-31 $314k 5.3k 59.70
2018-09-30 $359k 5.2k 69.57
2018-06-30 $337k 5.2k 65.00
2018-03-31 $322k 5.1k 63.01
2017-12-31 $339k 5.1k 66.34
2017-09-30 $311k 5.2k 59.98
2017-06-30 $312k 5.4k 57.78
2017-03-31 $271k 4.8k 56.27
2016-12-31 $259k 4.9k 53.23
2016-09-30 $251k 4.9k 51.58
2016-06-30 $242k 4.9k 49.73
2016-03-31 $238k 4.9k 48.91

More positions owned by Caprock

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Equity Lifestyle Properties (ELS)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Caprock

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