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

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

Historical chart of Gradient 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 Gradient 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 Gradient Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 291k 26.34
2025-06-30 $7.6M 311k 24.44
2025-03-31 $540k 25k 22.08
2024-06-30 $29k 453 64.25
2024-03-31 $88k 1.4k 62.05
2023-12-31 $15k 274 56.33
2023-09-30 $50k 988 50.58
2023-06-30 $30k 576 52.34
2023-03-31 $13k 272 48.33
2022-12-31 $9.3k 206 45.10
2022-09-30 $9.0k 221 40.72
2022-06-30 $10k 221 45.25
2022-03-31 $17k 324 52.47
2021-12-31 $13k 110 118.18
2021-09-30 $28k 271 103.32
2021-06-30 $12k 111 108.11
2021-03-31 $11k 111 99.10
2020-12-31 $31k 381 81.36
2020-09-30 $31k 381 81.36
2020-06-30 $27k 361 74.79
2020-03-31 $42k 684 61.40
2019-12-31 $3.2M 41k 76.81
2019-09-30 $2.9M 41k 70.93
2019-06-30 $2.9M 41k 70.20
2019-03-31 $1.8M 27k 67.63
2018-12-31 $2.9M 48k 59.70
2018-09-30 $3.2M 46k 69.55
2018-06-30 $3.1M 47k 64.99
2018-03-31 $2.6M 41k 63.08
2017-12-31 $2.4M 38k 63.78
2017-09-30 $2.3M 38k 60.04
2017-06-30 $2.1M 37k 57.78
2017-03-31 $1.9M 33k 56.26
2016-12-31 $1.9M 35k 53.26
2016-09-30 $1.9M 36k 51.62
2016-06-30 $1.4M 28k 49.78
2016-03-31 $1.4M 29k 48.83
2015-12-31 $452k 9.3k 48.61

More positions owned by Gradient Investments

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Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Doubleline Etf Trust Mortgage Etf (DMBS)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Series Trust Portfolio Agrgte (SPAB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Meta Platforms Cl A (META)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Aim Etf Products Trust Allianzim Us Equ (SEPU)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Gradient 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