Schwab Strategic Tr us lrg cap etf shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $50M | 886k | 56.40 |
| 2023-09-30 | $64M | 1.3M | 50.60 |
| 2023-06-30 | $70M | 1.3M | 52.37 |
| 2023-03-31 | $68M | 1.4M | 48.37 |
| 2022-12-31 | $65M | 1.4M | 45.15 |
| 2022-09-30 | $64M | 1.5M | 42.35 |
| 2022-06-30 | $69M | 1.5M | 44.66 |
| 2022-03-31 | $85M | 1.6M | 53.85 |
| 2021-12-31 | $92M | 805k | 113.82 |
| 2021-09-30 | $86M | 829k | 104.03 |
| 2021-06-30 | $88M | 843k | 103.97 |
| 2021-03-31 | $76M | 792k | 96.03 |
| 2020-12-31 | $73M | 803k | 90.95 |
| 2020-09-30 | $68M | 846k | 80.63 |
| 2020-06-30 | $64M | 863k | 74.10 |
| 2020-03-31 | $54M | 888k | 61.25 |
| 2019-12-31 | $62M | 807k | 76.81 |
| 2019-09-30 | $58M | 816k | 70.93 |
| 2019-06-30 | $57M | 816k | 70.19 |
| 2019-03-31 | $55M | 819k | 67.61 |
| 2018-12-31 | $49M | 815k | 59.70 |
| 2018-09-30 | $59M | 845k | 69.56 |
| 2018-06-30 | $53M | 818k | 64.99 |
| 2018-03-31 | $52M | 821k | 63.08 |
| 2017-12-31 | $54M | 847k | 63.78 |
| 2017-09-30 | $52M | 857k | 60.04 |
| 2017-06-30 | $40M | 690k | 57.77 |
| 2017-03-31 | $38M | 675k | 56.27 |
| 2016-12-31 | $38M | 707k | 53.26 |
| 2016-09-30 | $37M | 716k | 51.62 |
| 2016-06-30 | $34M | 682k | 50.00 |
| 2016-03-31 | $31M | 640k | 48.84 |
| 2015-12-31 | $22M | 449k | 48.57 |
| 2015-09-30 | $16M | 342k | 45.76 |
| 2015-06-30 | $11M | 220k | 49.31 |
| 2015-03-31 | $8.4M | 169k | 49.95 |
| 2014-12-31 | $5.0M | 102k | 49.05 |
| 2014-09-30 | $1.8M | 39k | 46.99 |
| 2014-06-30 | $663k | 14k | 46.85 |
| 2014-03-31 | $512k | 11k | 44.73 |
| 2013-12-31 | $516k | 12k | 44.04 |
| 2013-09-30 | $395k | 9.8k | 40.16 |
| 2013-06-30 | $863k | 23k | 38.19 |
| 2013-03-31 | $842k | 23k | 37.35 |
| 2012-12-31 | $450k | 13k | 33.87 |
| 2012-09-30 | $977k | 29k | 34.18 |
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