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Schwab Strategic Tr us lrg cap etf shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 46k 67.85
2024-06-30 $3.0M 47k 64.25
2024-03-31 $3.0M 48k 62.06
2023-12-31 $2.9M 51k 56.40
2023-09-30 $2.6M 52k 50.60
2023-06-30 $2.7M 52k 52.37
2023-03-31 $2.6M 54k 48.37
2022-12-31 $2.5M 55k 45.15
2022-09-30 $2.2M 53k 42.35
2022-06-30 $2.4M 54k 44.66
2022-03-31 $2.9M 54k 53.86
2021-12-31 $3.1M 27k 113.81
2021-09-30 $2.9M 28k 104.02
2021-06-30 $3.0M 28k 103.99
2021-03-31 $2.8M 29k 96.02
2020-12-31 $2.8M 31k 90.96
2020-09-30 $2.6M 32k 80.64
2020-06-30 $2.6M 35k 74.11
2020-03-31 $2.3M 37k 61.25
2019-12-31 $2.8M 37k 76.80
2019-09-30 $2.7M 38k 70.92
2019-06-30 $2.6M 38k 70.20
2019-03-31 $2.6M 38k 67.62
2018-12-31 $1.4M 24k 59.70
2018-09-30 $1.7M 25k 69.56
2018-06-30 $1.5M 23k 64.97
2018-03-31 $1.4M 22k 63.06
2017-12-31 $1.4M 22k 63.77

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Reit Index Etf Etf (VNQ)

View all positions for SJA Financial Advisory

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