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Schwab Strategic Tr us lrg cap etf shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 150k 26.34
2025-06-30 $3.7M 153k 24.44
2025-03-31 $3.5M 160k 22.08
2024-12-31 $4.0M 171k 23.18
2024-09-30 $4.0M 58k 67.85
2024-06-30 $4.1M 63k 64.25
2024-03-31 $4.0M 65k 62.06
2023-12-31 $4.2M 74k 56.40
2023-09-30 $4.0M 79k 50.60
2023-06-30 $5.0M 96k 52.37
2023-03-31 $5.0M 103k 48.37
2022-12-31 $4.6M 102k 45.15
2022-09-30 $6.1M 144k 42.35
2022-06-30 $6.7M 151k 44.66
2022-03-31 $6.6M 123k 53.85
2021-12-31 $7.9M 70k 113.81
2021-09-30 $8.1M 78k 104.03
2021-06-30 $8.5M 82k 103.96
2021-03-31 $9.0M 93k 96.03
2020-12-31 $11M 116k 90.95
2020-09-30 $9.6M 119k 80.63
2020-06-30 $8.8M 119k 74.10
2020-03-31 $8.8M 144k 61.25
2019-12-31 $11M 147k 76.81
2019-09-30 $29M 410k 70.93
2019-06-30 $27M 387k 70.19
2019-03-31 $33M 481k 67.61
2018-12-31 $23M 377k 59.70
2018-09-30 $17M 245k 69.56
2018-06-30 $16M 240k 64.99
2018-03-31 $14M 213k 63.08
2017-12-31 $13M 209k 63.78
2017-09-30 $18M 296k 60.85
2017-06-30 $16M 282k 57.77
2017-03-31 $17M 296k 56.27
2016-12-31 $925k 17k 53.26
2016-09-30 $341k 6.6k 51.67
2016-06-30 $328k 6.6k 49.70
2016-03-31 $326k 6.7k 48.78
2015-12-31 $34k 125 272.00
2015-09-30 $980k 21k 47.08
2015-03-31 $1.7M 35k 49.58

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Sharkey, Howes & Javer

Top funds holding Schwab Strategic Tr us lrg cap etf

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Northwestern Mutual Wealth Management Company
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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