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Schwab Strategic Tr us lrg cap etf shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth 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 SFMG Wealth 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 96k 67.85
2024-06-30 $6.1M 95k 64.25
2024-03-31 $5.9M 95k 62.06
2023-12-31 $5.3M 95k 56.40
2023-09-30 $3.7M 73k 50.60
2023-06-30 $3.9M 74k 52.37
2023-03-31 $3.6M 75k 48.37
2022-12-31 $3.5M 77k 45.15
2022-09-30 $3.3M 77k 42.25
2022-06-30 $3.4M 76k 44.66
2022-03-31 $7.2M 134k 53.85
2021-12-31 $9.4M 83k 113.82
2021-09-30 $8.8M 85k 104.02
2021-06-30 $9.0M 86k 103.97
2021-03-31 $8.3M 86k 96.03
2020-12-31 $8.2M 90k 90.95
2020-09-30 $7.6M 95k 80.62
2020-06-30 $6.9M 94k 74.10
2020-03-31 $6.2M 101k 61.25
2019-12-31 $64M 837k 76.81
2019-09-30 $59M 834k 70.93
2019-06-30 $61M 837k 72.27
2019-03-31 $57M 845k 67.61
2018-12-31 $54M 907k 59.70
2018-09-30 $79M 1.2M 65.00
2018-06-30 $80M 1.2M 64.99
2018-03-31 $78M 1.2M 63.08
2017-12-31 $77M 1.2M 63.78
2017-09-30 $46M 759k 60.04
2017-06-30 $42M 726k 57.77
2017-03-31 $39M 692k 56.27
2016-12-31 $35M 648k 53.26
2013-06-30 $704k 18k 38.17
2013-03-31 $15k 395 37.97
2012-12-31 $23k 666 34.53
2012-09-30 $23k 666 34.53

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth 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