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Schwab Strategic Tr us lrg cap etf shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 37k 56.40
2023-09-30 $2.2M 43k 50.60
2023-06-30 $2.3M 44k 52.37
2023-03-31 $2.2M 46k 48.37
2022-12-31 $3.8M 84k 45.15
2022-09-30 $11M 247k 42.35
2022-06-30 $11M 239k 44.66
2022-03-31 $13M 234k 53.85
2021-12-31 $13M 115k 113.82
2021-09-30 $12M 116k 104.03
2021-06-30 $12M 114k 103.97
2021-03-31 $11M 111k 96.03
2020-12-31 $9.6M 106k 90.95
2020-09-30 $6.6M 82k 80.62
2020-06-30 $5.7M 76k 74.10
2020-03-31 $4.3M 71k 61.25
2019-12-31 $5.1M 66k 76.80
2019-09-30 $4.3M 61k 70.93
2019-06-30 $4.2M 60k 70.20
2019-03-31 $3.9M 58k 67.62
2018-12-31 $3.4M 57k 59.70
2018-09-30 $3.9M 56k 69.56
2018-06-30 $3.5M 55k 64.98
2018-03-31 $3.3M 52k 63.08
2017-12-31 $3.2M 50k 63.79
2017-09-30 $2.8M 47k 60.04
2017-06-30 $2.6M 45k 57.76
2017-03-31 $2.4M 43k 56.27
2016-12-31 $1.3M 25k 53.27
2016-09-30 $1.1M 21k 51.60
2016-06-30 $684k 14k 49.79

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf