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Schwab Strategic Tr us lrg cap etf shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Advocates Investment Management 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 Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 28k 72.49
2024-06-30 $1.7M 26k 64.25
2024-03-31 $1.6M 25k 62.06
2023-12-31 $1.4M 25k 56.40
2023-09-30 $1.3M 26k 50.60
2023-06-30 $1.4M 26k 52.37
2023-03-31 $1.3M 26k 48.37
2022-12-31 $1.4M 31k 45.15
2022-09-30 $1.1M 27k 41.65
2022-06-30 $1.4M 32k 44.65
2022-03-31 $4.3M 80k 53.85
2021-12-31 $4.7M 42k 113.81
2021-09-30 $4.6M 44k 104.03
2021-06-30 $4.5M 43k 103.97
2021-03-31 $4.7M 51k 91.59
2020-12-31 $4.6M 51k 90.47
2020-09-30 $4.2M 52k 80.63
2020-06-30 $4.4M 59k 74.10
2020-03-31 $3.5M 58k 61.25
2019-12-31 $7.0M 92k 76.81
2019-09-30 $6.2M 87k 70.93
2019-06-30 $11M 160k 70.19
2019-03-31 $11M 155k 67.61
2018-12-31 $2.6M 151k 16.88
2018-09-30 $14M 196k 69.56
2018-06-30 $13M 198k 65.16
2018-03-31 $13M 206k 63.08
2017-12-31 $13M 207k 63.78

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

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