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Schwab Strategic Tr us lrg cap etf shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 955k 26.34
2025-06-30 $3.3M 150k 22.10
2025-03-31 $21M 951k 22.08
2024-12-31 $23M 970k 23.18
2024-09-30 $26M 378k 67.85
2024-06-30 $26M 408k 64.25
2024-03-31 $26M 412k 62.06
2023-12-31 $25M 442k 56.28
2023-09-30 $25M 485k 50.60
2023-06-30 $25M 479k 52.37
2023-03-31 $24M 504k 48.37
2022-12-31 $23M 500k 45.15
2022-09-30 $22M 510k 42.35
2022-06-30 $23M 514k 44.66
2022-03-31 $29M 531k 53.85
2021-12-31 $32M 279k 113.82
2021-09-30 $31M 297k 103.97
2021-06-30 $31M 297k 103.97
2021-03-31 $30M 308k 96.03
2020-09-30 $27M 338k 80.63
2018-12-31 $73k 1.2k 59.40
2017-09-30 $0 5 0.00
2017-06-30 $0 5 0.00
2017-03-31 $0 5 0.00
2016-12-31 $0 5 0.00
2016-09-30 $0 5 0.00
2016-06-30 $0 5 0.00
2016-03-31 $0 5 0.00
2015-12-31 $1.6M 33k 48.58
2015-09-30 $1.4M 30k 45.77
2015-06-30 $1.4M 29k 49.33
2015-03-31 $1.5M 30k 49.56
2014-12-31 $2.2M 45k 49.06
2014-09-30 $2.0M 43k 47.00
2014-06-30 $2.1M 44k 46.83
2014-03-31 $1.8M 39k 44.71
2013-12-31 $1.4M 31k 44.09
2013-09-30 $1.2M 29k 40.21
2013-06-30 $1.0M 27k 38.17
2013-03-31 $686k 18k 37.36
2012-12-31 $614k 18k 33.89
2012-09-30 $516k 15k 34.17
2012-03-31 $185k 5.5k 33.49

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf