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Schwab Strategic Tr us lrg cap etf shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.4M 151k 62.06
2023-09-30 $11M 218k 50.60
2023-06-30 $13M 240k 52.37
2023-03-31 $12M 246k 48.37
2022-12-31 $12M 256k 45.15
2022-09-30 $11M 258k 42.67
2022-06-30 $11M 248k 44.66
2022-03-31 $14M 254k 53.85
2021-12-31 $15M 131k 113.82
2021-09-30 $15M 144k 104.03
2021-06-30 $17M 164k 103.96
2021-03-31 $16M 171k 96.03
2020-12-31 $18M 194k 90.95
2020-09-30 $3.0M 37k 80.63
2020-06-30 $2.7M 37k 74.10
2020-03-31 $11M 117k 96.26
2019-12-31 $3.2M 42k 76.83
2019-09-30 $2.9M 40k 70.95
2019-06-30 $2.8M 40k 70.21
2019-03-31 $2.5M 37k 67.62
2018-12-31 $1.9M 32k 59.72
2018-09-30 $1.8M 27k 69.58
2018-06-30 $1.7M 27k 64.99
2018-03-31 $1.8M 28k 63.10
2017-12-31 $1.6M 25k 63.80
2017-09-30 $1.6M 26k 60.05
2017-06-30 $1.5M 26k 57.79
2017-03-31 $1.8M 31k 56.30
2016-12-31 $1.7M 31k 53.29
2016-09-30 $1.7M 33k 51.64
2016-06-30 $1.6M 33k 49.80
2016-03-31 $1.6M 33k 48.85
2015-12-31 $1.5M 32k 48.60
2015-09-30 $1.4M 32k 45.77
2015-06-30 $1.5M 31k 49.34
2015-03-31 $1.5M 31k 49.59
2014-12-31 $1.5M 31k 49.08
2014-09-30 $1.3M 29k 47.02
2014-06-30 $1.2M 26k 46.85
2014-03-31 $918k 21k 44.73
2013-12-31 $811k 18k 44.09

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

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