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Schwab Strategic Tr us lrg cap etf shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 17k 67.85
2024-06-30 $2.0M 31k 64.25
2024-03-31 $2.0M 33k 62.06
2023-12-31 $3.5M 62k 56.40
2023-09-30 $4.0M 78k 50.60
2023-06-30 $2.0M 38k 52.37
2023-03-31 $1.6M 32k 48.37
2022-12-31 $1.6M 35k 45.15
2022-09-30 $1.7M 40k 42.34
2022-06-30 $2.0M 45k 44.65
2022-03-31 $2.3M 43k 53.86
2021-12-31 $2.4M 21k 113.81
2021-09-30 $2.6M 25k 104.04
2021-06-30 $2.5M 24k 103.99
2021-03-31 $2.4M 25k 96.03
2020-12-31 $2.3M 26k 90.96
2020-09-30 $2.3M 29k 80.64
2020-06-30 $1.8M 25k 74.09
2020-03-31 $1.9M 30k 61.27
2019-12-31 $2.1M 27k 76.80
2019-09-30 $1.9M 27k 70.94
2019-06-30 $1.3M 19k 70.18
2019-03-31 $1.1M 17k 67.63
2018-12-31 $996k 17k 59.70
2018-09-30 $1.2M 17k 69.59
2018-06-30 $1.1M 17k 64.97
2018-03-31 $1.1M 17k 63.05
2017-12-31 $1.4M 22k 63.77
2017-09-30 $1.3M 22k 60.06
2017-06-30 $1.3M 22k 57.75
2017-03-31 $1.3M 24k 56.28
2016-12-31 $1.2M 23k 53.26
2016-09-30 $1.2M 23k 51.63
2016-06-30 $1.1M 23k 49.75
2016-03-31 $1.1M 23k 48.83
2015-12-31 $1.0M 21k 48.57
2015-09-30 $386k 8.4k 45.75
2015-06-30 $404k 8.2k 49.26
2015-03-31 $407k 8.2k 49.63
2014-12-31 $402k 8.2k 49.02
2014-09-30 $458k 9.7k 46.98
2014-06-30 $457k 9.7k 46.88
2014-03-31 $436k 9.7k 44.72

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Physical Silver Tr Tr Unit (PSLV)
Sprott Physical Gold Tr Unit (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Financeware

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