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Schwab Strategic Tr us lrg cap etf shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 40k 62.06
2023-12-31 $2.3M 41k 56.40
2023-09-30 $2.3M 45k 50.60
2023-06-30 $2.3M 43k 52.37

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
Sei Investments
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

View all funds holding Schwab Strategic Tr us lrg cap etf