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Schwab Strategic Tr us lrg cap etf shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone 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 Bristlecone 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $27M 428k 62.06
2023-12-31 $25M 434k 56.40
2023-09-30 $22M 439k 50.60
2023-06-30 $24M 457k 52.37
2023-03-31 $22M 444k 48.37
2022-12-31 $20M 446k 45.15
2022-09-30 $19M 450k 42.35
2022-06-30 $20M 456k 44.66
2022-03-31 $25M 465k 53.85
2021-12-31 $27M 237k 113.82
2021-09-30 $25M 239k 104.03
2021-06-30 $25M 239k 103.97
2021-03-31 $23M 239k 96.03
2020-12-31 $22M 245k 90.95
2020-09-30 $21M 259k 80.63
2020-06-30 $18M 246k 74.10
2020-03-31 $16M 257k 61.25
2019-12-31 $24M 312k 76.81
2019-09-30 $27M 375k 70.93
2019-06-30 $27M 379k 70.19
2019-03-31 $25M 364k 67.61
2018-12-31 $21M 344k 59.70
2018-09-30 $25M 356k 69.56
2018-06-30 $21M 325k 64.99
2018-03-31 $20M 318k 63.08
2017-12-31 $16M 244k 63.78
2017-09-30 $15M 243k 60.04
2017-06-30 $13M 232k 57.77
2017-03-31 $13M 229k 56.27
2016-12-31 $12M 223k 53.26
2016-09-30 $11M 206k 51.62
2016-06-30 $10M 200k 49.77
2016-03-31 $5.4M 111k 48.84
2015-12-31 $2.5M 51k 48.56

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Bristlecone Advisors

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