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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Pacer Us Small (CALF)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Globl Cash Etf (GCOW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Sharkey, Howes & Javer

Top funds holding Schwab Strategic Tr us lrg cap etf

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Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf