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Schwab Strategic Tr us lrg cap etf shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners 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 BSW Wealth Partners 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 BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $620k 10k 62.06
2023-12-31 $558k 9.9k 56.40
2023-09-30 $507k 10k 50.60
2023-06-30 $548k 11k 52.37
2023-03-31 $516k 11k 48.37
2022-12-31 $481k 11k 45.18
2022-09-30 $344k 8.1k 42.34
2022-06-30 $363k 8.1k 44.68
2022-03-31 $437k 8.1k 53.80
2021-12-31 $462k 4.1k 113.74
2021-09-30 $478k 4.6k 104.00
2021-06-30 $495k 4.8k 103.99
2021-03-31 $376k 3.9k 96.09
2020-12-31 $368k 4.0k 90.93
2020-09-30 $366k 4.5k 80.72
2020-06-30 $336k 4.5k 74.03
2020-03-31 $278k 4.5k 61.34
2019-12-31 $335k 4.4k 76.75
2019-09-30 $323k 4.5k 71.02
2019-06-30 $324k 4.6k 70.10
2019-03-31 $312k 4.6k 67.50
2018-12-31 $429k 7.2k 59.65
2018-09-30 $413k 5.9k 69.49
2018-06-30 $389k 6.0k 64.98
2018-03-31 $369k 5.8k 63.15
2017-12-31 $615k 9.6k 63.79
2017-09-30 $555k 9.2k 60.03
2017-06-30 $533k 9.2k 57.76
2017-03-31 $512k 9.1k 56.26
2016-12-31 $718k 14k 53.29
2016-09-30 $13k 679 19.37
2016-06-30 $653k 13k 49.74
2016-03-31 $642k 13k 48.84
2015-12-31 $625k 13k 48.60
2015-09-30 $589k 13k 45.72
2015-06-30 $428k 8.7k 49.25
2015-03-31 $430k 8.7k 49.53
2014-12-31 $426k 8.7k 49.08

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding Schwab Strategic Tr us lrg cap etf

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Northwestern Mutual Wealth Management Company
Mercer Global Advisors
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View all funds holding Schwab Strategic Tr us lrg cap etf