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Schwab Strategic Tr us lrg cap etf shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 97k 67.85
2024-06-30 $6.5M 102k 64.25
2024-03-31 $6.5M 104k 62.06
2023-12-31 $6.3M 111k 56.40
2023-09-30 $5.8M 116k 50.60
2023-06-30 $6.3M 120k 52.37
2023-03-31 $5.8M 121k 48.37
2022-12-31 $5.6M 125k 45.15
2022-09-30 $5.0M 118k 42.35
2022-06-30 $4.3M 97k 44.66
2022-03-31 $5.1M 95k 53.85
2021-12-31 $5.3M 46k 113.83
2021-09-30 $5.0M 48k 104.03
2021-06-30 $5.1M 49k 103.98
2021-03-31 $4.8M 50k 96.02
2020-12-31 $4.6M 51k 90.96
2020-09-30 $4.4M 55k 80.64
2020-06-30 $4.8M 65k 74.10
2020-03-31 $4.7M 76k 61.25
2019-12-31 $4.4M 57k 76.81
2019-09-30 $4.3M 61k 70.93
2019-06-30 $4.9M 69k 70.19
2019-03-31 $5.2M 77k 67.61
2018-12-31 $5.0M 84k 59.70
2018-09-30 $4.0M 57k 69.55
2018-06-30 $4.1M 63k 64.99
2018-03-31 $4.4M 69k 63.08
2017-12-31 $3.3M 51k 63.78

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

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