Tobias Financial Advisors »

Schwab Strategic Tr us lrg cap etf shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial Advisors 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 Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $445k 17k 26.34
2025-06-30 $413k 17k 24.44
2025-03-31 $373k 17k 22.08
2024-12-31 $276k 12k 23.18
2024-09-30 $266k 3.9k 67.85
2024-06-30 $259k 4.0k 64.25
2024-03-31 $250k 4.0k 62.06
2023-09-30 $206k 4.1k 50.60
2023-06-30 $214k 4.1k 52.37