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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
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 $1.1M 15k 70.73
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)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Sharkey, Howes & Javer

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