Schwab Strategic Tr us lrg cap etf shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $722M | 11M | 67.85 |
| 2024-06-30 | $681M | 11M | 64.25 |
| 2024-03-31 | $653M | 11M | 62.06 |
| 2023-12-31 | $580M | 10M | 56.40 |
| 2023-09-30 | $441M | 8.7M | 50.60 |
| 2023-06-30 | $453M | 8.7M | 52.37 |
| 2023-03-31 | $1.3B | 18M | 72.56 |
| 2022-12-31 | $789M | 18M | 45.15 |
| 2022-09-30 | $348M | 8.2M | 42.35 |
| 2022-06-30 | $315M | 7.1M | 44.66 |
| 2022-03-31 | $374M | 6.9M | 53.85 |
| 2021-12-31 | $392M | 3.4M | 113.82 |
| 2021-09-30 | $358M | 3.4M | 104.03 |
| 2021-06-30 | $351M | 3.4M | 103.97 |
| 2021-03-31 | $317M | 3.3M | 96.03 |
| 2020-12-31 | $302M | 3.3M | 90.95 |
| 2020-09-30 | $258M | 3.2M | 80.63 |
| 2020-06-30 | $194M | 2.6M | 74.10 |
| 2020-03-31 | $130M | 2.1M | 61.25 |
| 2019-12-31 | $162M | 2.1M | 76.81 |
| 2019-09-30 | $147M | 2.1M | 70.93 |
| 2019-06-30 | $146M | 2.1M | 70.19 |
| 2019-03-31 | $139M | 2.1M | 67.61 |
| 2018-12-31 | $120M | 2.0M | 59.70 |
| 2018-09-30 | $169M | 2.4M | 69.56 |
| 2018-06-30 | $155M | 2.4M | 64.99 |
| 2018-03-31 | $146M | 2.3M | 63.08 |
| 2017-12-31 | $168M | 2.6M | 63.78 |
| 2017-09-30 | $155M | 2.6M | 60.04 |
| 2017-06-30 | $147M | 2.5M | 57.77 |
| 2017-03-31 | $142M | 2.5M | 56.27 |
| 2016-12-31 | $126M | 2.4M | 53.26 |
| 2016-09-30 | $120M | 2.3M | 51.62 |
| 2016-06-30 | $100M | 2.0M | 49.77 |
| 2016-03-31 | $98M | 2.0M | 48.84 |
| 2015-12-31 | $80M | 1.6M | 48.57 |
| 2015-09-30 | $74M | 1.6M | 45.76 |
| 2015-06-30 | $53M | 1.1M | 49.31 |
| 2015-03-31 | $51M | 1.0M | 49.57 |
| 2014-12-31 | $39M | 799k | 49.05 |
| 2014-09-30 | $30M | 638k | 46.99 |
| 2014-06-30 | $30M | 645k | 46.83 |
| 2014-03-31 | $32M | 708k | 44.71 |
| 2013-12-31 | $31M | 703k | 44.08 |
| 2013-09-30 | $28M | 684k | 40.21 |
| 2013-06-30 | $25M | 658k | 38.19 |
| 2013-03-31 | $19M | 514k | 37.35 |
| 2012-12-31 | $16M | 460k | 33.90 |
| 2012-09-30 | $15M | 433k | 34.18 |
| 2012-06-30 | $14M | 420k | 32.32 |
| 2012-03-31 | $12M | 369k | 33.51 |
| 2011-12-31 | $9.1M | 305k | 29.85 |
| 2011-09-30 | $7.3M | 273k | 26.85 |
| 2011-06-30 | $7.1M | 224k | 31.49 |
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