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Schwab Strategic Tr us lrg cap etf shares owned by Blooom

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

Historical chart of Blooom 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 Blooom 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 Blooom

Quarter filed Position value Share count Share price at filing
2022-09-30 $543k 13k 42.54
2022-06-30 $593k 13k 44.84
2022-03-31 $751k 14k 54.87
2021-12-31 $799k 7.0k 113.87
2021-09-30 $738k 7.0k 104.74
2021-06-30 $755k 7.3k 103.14
2021-03-31 $655k 6.8k 96.01
2020-12-31 $668k 7.4k 90.47

More positions owned by Blooom

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Walt Disney Company (DIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Honeywell International (HON)

View all positions for Blooom

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Envestnet Asset Management
HPM Partners
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Campbell Wealth Management
Diversified

View all funds holding Schwab Strategic Tr us lrg cap etf