Schwab Strategic Tr us lrg cap etf shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset 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 Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 35k | 56.40 |
| 2023-09-30 | $1.8M | 35k | 50.60 |
| 2023-06-30 | $1.8M | 35k | 52.37 |
| 2023-03-31 | $1.5M | 32k | 48.37 |
| 2022-12-31 | $1.4M | 31k | 45.15 |
| 2022-09-30 | $1.3M | 31k | 42.34 |
| 2017-12-31 | $0 | 0 | 0.00 |
More positions owned by Warren Averett Asset Management
View all positions for Warren Averett Asset Management
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf