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Schwab Strategic Tr us lrg cap etf shares owned by Twele Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Twele Capital Management from 13F filings

Historical chart of Twele Capital Management 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 Twele Capital Management 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 Twele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 17k 62.06
2023-12-31 $1.0M 18k 56.40
2023-09-30 $1.0M 20k 50.60
2023-06-30 $1.1M 20k 52.37
2023-03-31 $986k 20k 48.37
2022-12-31 $1.1M 24k 45.15
2022-09-30 $1.0M 24k 42.36
2022-06-30 $1.1M 24k 44.65
2022-03-31 $1.3M 24k 53.85
2021-12-31 $1.4M 12k 113.79
2021-09-30 $1.3M 13k 104.06
2021-06-30 $1.3M 13k 103.94
2021-03-31 $1.2M 13k 96.03
2020-12-31 $1.2M 13k 90.94
2020-09-30 $1.1M 14k 80.60
2020-06-30 $1.0M 14k 74.07
2020-03-31 $843k 14k 61.28
2019-12-31 $1.1M 14k 76.78
2019-09-30 $945k 13k 70.91
2019-06-30 $934k 13k 70.16
2019-03-31 $705k 10k 67.63
2018-12-31 $472k 7.9k 59.73
2018-09-30 $497k 7.1k 69.56
2018-06-30 $476k 7.3k 65.02
2018-03-31 $462k 7.3k 63.11
2017-12-31 $442k 6.9k 63.77
2017-09-30 $416k 6.9k 60.02
2017-06-30 $403k 7.0k 57.84
2017-03-31 $389k 6.9k 56.26
2016-12-31 $343k 6.4k 53.28
2016-09-30 $316k 6.1k 51.62
2016-06-30 $296k 5.9k 49.78
2016-03-31 $243k 5.0k 48.83
2015-12-31 $205k 4.2k 48.62

More positions owned by Twele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)

View all positions for Twele Capital Management

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