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Schwab Strategic Tr us lrg cap etf shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 49k 62.06
2023-12-31 $2.6M 47k 56.40
2023-09-30 $2.7M 54k 50.60
2023-06-30 $2.9M 55k 52.37
2023-03-31 $2.4M 51k 48.37
2022-12-31 $2.5M 55k 45.15
2022-09-30 $2.8M 67k 42.35
2022-06-30 $3.3M 74k 44.65
2022-03-31 $8.7M 161k 53.85
2021-12-31 $9.4M 83k 113.82
2021-09-30 $8.7M 83k 104.03
2021-06-30 $9.1M 87k 103.97
2021-03-31 $8.1M 85k 96.02
2020-12-31 $7.8M 85k 90.95
2020-09-30 $6.9M 86k 80.62
2020-06-30 $6.5M 87k 74.09
2020-03-31 $5.2M 85k 61.24
2019-12-31 $5.6M 73k 76.81
2019-09-30 $5.7M 81k 70.92
2019-06-30 $5.4M 78k 70.19
2019-03-31 $5.1M 75k 67.61
2018-12-31 $4.4M 73k 59.69
2018-09-30 $4.8M 69k 69.56
2018-06-30 $4.9M 75k 64.98
2018-03-31 $4.7M 75k 63.08
2017-12-31 $4.9M 77k 63.78
2017-09-30 $4.6M 76k 60.05
2017-06-30 $4.3M 75k 57.77
2017-03-31 $4.0M 71k 56.27
2016-12-31 $3.7M 70k 53.26
2016-09-30 $2.4M 47k 51.62
2016-06-30 $2.0M 41k 49.77
2016-03-31 $1.9M 39k 48.84
2015-12-31 $1.9M 40k 48.57
2015-09-30 $1.9M 42k 45.76
2015-06-30 $2.1M 43k 49.31
2015-03-31 $5.3M 106k 49.57
2014-12-31 $5.4M 111k 49.05
2014-09-30 $5.1M 108k 46.99
2014-06-30 $4.8M 103k 46.83
2014-03-31 $4.2M 93k 44.70
2013-12-31 $4.1M 92k 44.08

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
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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