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Schwab Strategic Tr us lrg cap etf shares owned by Sullivan, Bruyette, Speros & Blaney

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Sullivan, Bruyette, Speros & Blaney from 13F filings

Historical chart of Sullivan, Bruyette, Speros & Blaney 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 Sullivan, Bruyette, Speros & Blaney 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 Sullivan, Bruyette, Speros & Blaney

Quarter filed Position value Share count Share price at filing
2021-03-31 $229k 2.4k 96.02
2020-12-31 $217k 2.4k 90.99
2020-09-30 $226k 2.8k 80.74
2020-06-30 $207k 2.8k 74.01
2020-03-31 $171k 2.8k 61.16
2019-12-31 $346k 4.5k 76.75
2019-09-30 $319k 4.5k 70.87
2019-06-30 $316k 4.5k 70.22
2018-09-30 $209k 3.0k 69.50

More positions owned by Sullivan, Bruyette, Speros & Blaney

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Gold Tr Ishares
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sullivan, Bruyette, Speros & Blaney

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
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
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf