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Schwab Strategic Tr us lrg cap etf shares owned by William Howard & Co Financial Advisors

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

Historical chart of William Howard & Co 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 William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 11k 26.34
2025-06-30 $261k 11k 24.44
2025-03-31 $235k 11k 22.08
2024-12-31 $246k 11k 23.22
2024-09-30 $244k 3.6k 67.93
2024-06-30 $229k 3.6k 64.16
2024-03-31 $222k 3.6k 62.20