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Schwab Strategic Tr us lrg cap etf shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $348k 5.6k 62.07
2023-12-31 $9.3M 165k 56.40
2023-09-30 $8.3M 163k 50.60
2023-06-30 $8.6M 177k 48.37
2023-03-31 $8.6M 177k 48.37
2022-12-31 $9.1M 201k 45.15
2022-09-30 $8.2M 194k 42.35
2022-06-30 $7.4M 165k 44.66
2022-03-31 $6.7M 125k 53.85
2021-12-31 $6.9M 60k 113.82
2021-09-30 $6.5M 62k 104.03
2021-06-30 $6.1M 58k 103.97
2021-03-31 $5.1M 53k 96.04
2020-12-31 $4.2M 47k 90.95
2020-09-30 $4.8M 60k 80.64
2020-06-30 $4.4M 59k 74.09
2020-03-31 $3.6M 59k 61.25
2019-12-31 $6.5M 84k 76.81
2019-09-30 $6.1M 87k 70.93
2019-06-30 $7.1M 101k 70.19
2019-03-31 $8.8M 130k 67.61
2018-12-31 $5.7M 96k 59.70
2018-09-30 $877k 13k 69.53
2018-06-30 $1.0M 16k 65.00
2018-03-31 $1.4M 22k 63.04
2017-12-31 $241k 3.8k 63.62
2017-09-30 $2.3M 38k 60.04
2017-06-30 $4.3M 74k 57.77
2016-12-31 $3.7M 70k 53.26
2015-12-31 $3.1M 64k 48.57
2015-03-31 $2.0M 41k 49.56
2014-12-31 $9.4M 192k 49.05
2014-09-30 $5.2M 110k 46.99
2014-06-30 $5.9M 125k 46.83

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Wells Fargo & Company (WFC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

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