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Schwab Strategic Tr us lrg cap etf shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance 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 Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 204k 61.98
2023-12-31 $7.3M 130k 56.40
2023-09-30 $560k 11k 50.60
2023-06-30 $592k 11k 52.37
2023-03-31 $737k 15k 48.37
2022-12-31 $588k 13k 45.15

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
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Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Apple Stock (AAPL)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Microsoft Corp Stock (MSFT)
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Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)

View all positions for Farther Finance 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