Sandy Spring Bank »

Schwab Strategic Tr us lrg cap etf shares owned by Sandy Spring Bank

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

Historical chart of Sandy Spring Bank 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 Sandy Spring Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Sandy Spring Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 21k 62.06
2023-12-31 $1.2M 20k 56.40
2023-09-30 $1.0M 20k 50.60
2023-06-30 $1.1M 20k 52.37
2023-03-31 $867k 18k 48.37
2022-12-31 $841k 19k 45.15
2022-09-30 $766k 18k 41.84
2022-06-30 $805k 18k 43.93
2022-03-31 $1.1M 20k 54.08
2021-12-31 $1.1M 9.7k 115.17
2021-09-30 $994k 9.6k 103.32
2021-06-30 $993k 9.8k 101.19
2021-03-31 $935k 9.8k 95.24
2020-12-31 $921k 10k 89.29
2020-09-30 $922k 11k 83.33
2020-06-30 $844k 12k 71.43
2020-03-31 $703k 12k 59.52
2019-12-31 $960k 13k 76.79
2019-09-30 $882k 13k 70.84
2019-06-30 $876k 13k 70.29
2019-03-31 $841k 13k 67.55
2018-12-31 $157k 2.6k 59.54
2018-09-30 $183k 2.6k 69.26
2018-06-30 $171k 2.6k 64.80
2018-03-31 $167k 2.6k 63.18
2017-12-31 $131k 2.0k 65.00
2017-09-30 $121k 2.0k 60.00
2017-06-30 $121k 2.0k 60.00
2017-03-31 $111k 2.0k 55.00
2016-12-31 $111k 2.0k 55.00
2016-09-30 $108k 2.1k 52.00
2016-06-30 $99k 2.1k 48.00
2016-03-31 $99k 2.1k 48.00
2015-12-31 $88k 1.8k 48.33
2015-09-30 $83k 1.8k 45.58
2015-06-30 $90k 1.8k 49.42
2015-03-31 $90k 1.8k 49.42

More positions owned by Sandy Spring Bank

Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Midcap 400 Spdr Trust Series 1 Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Core S&p Value Etf Core S&p Us Vlu (IUSV)
JPMorgan Chase & Co. (JPM)
Ishares Core S&p Us Growth Core S&p Us Gwt (IUSG)
Alphabet Inc-cl C Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Sandy Spring Bank

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