Phillips Financial Management »

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

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 86k 67.85
2024-06-30 $5.4M 84k 64.25
2024-03-31 $5.2M 84k 62.06
2023-12-31 $4.8M 85k 56.40
2023-09-30 $4.2M 82k 50.60
2023-06-30 $4.3M 82k 52.37
2023-03-31 $4.1M 85k 48.37
2022-12-31 $3.6M 81k 45.15
2022-09-30 $3.2M 76k 42.35
2022-06-30 $3.4M 77k 44.66
2022-03-31 $4.1M 77k 53.85
2021-12-31 $3.1M 28k 113.80
2021-09-30 $2.8M 27k 104.04
2021-06-30 $2.6M 25k 103.96
2020-12-31 $2.1M 23k 90.94
2020-09-30 $1.7M 22k 80.63
2020-06-30 $1.6M 22k 74.09
2020-03-31 $1.2M 21k 58.50
2019-12-31 $1.4M 18k 76.82
2019-09-30 $1.1M 15k 70.91
2019-06-30 $1.1M 15k 70.71
2019-03-31 $983k 14k 68.37
2018-12-31 $765k 13k 59.74
2018-09-30 $892k 13k 69.76
2018-06-30 $805k 12k 65.18
2018-03-31 $766k 12k 62.20
2017-12-31 $894k 14k 65.34
2017-09-30 $806k 13k 60.06
2017-06-30 $775k 13k 59.12
2017-03-31 $675k 12k 55.50
2016-12-31 $678k 13k 54.11
2016-09-30 $578k 11k 50.83
2016-06-30 $579k 11k 51.41
2016-03-31 $525k 11k 49.12

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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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