Schwab Strategic Tr us lrg cap etf shares owned by McMahon Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by McMahon Financial Advisors
from 13F filings
Historical chart of McMahon Financial 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 McMahon Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by McMahon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 673k | 26.34 |
| 2024-09-30 | $271 | 4 | 67.75 |
| 2024-06-30 | $257 | 4 | 64.25 |
| 2022-09-30 | $1.6M | 37k | 42.36 |
| 2022-06-30 | $1.7M | 39k | 44.67 |
| 2022-03-31 | $2.0M | 38k | 53.84 |
| 2021-12-31 | $2.3M | 20k | 113.80 |
| 2021-09-30 | $2.4M | 23k | 104.03 |
| 2021-06-30 | $2.8M | 27k | 103.95 |
| 2021-03-31 | $2.8M | 29k | 95.85 |
| 2020-12-31 | $228k | 2.5k | 90.91 |
| 2020-06-30 | $173k | 2.3k | 74.10 |
| 2020-03-31 | $3.1M | 50k | 61.23 |
| 2019-12-31 | $285k | 3.7k | 76.65 |
| 2019-09-30 | $215k | 3.0k | 70.98 |
| 2019-06-30 | $363k | 5.2k | 70.12 |
| 2019-03-31 | $5.3M | 79k | 67.69 |
| 2018-09-30 | $11M | 170k | 64.99 |
| 2018-06-30 | $13M | 185k | 68.09 |
| 2018-03-31 | $11M | 168k | 63.69 |
| 2017-12-31 | $13M | 189k | 67.10 |
More positions owned by McMahon Financial Advisors
View all positions for McMahon Financial Advisors
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf