Schwab Strategic Tr us lrg cap etf shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Arbor Trust Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 97k | 61.01 |
| 2023-12-31 | $5.5M | 98k | 56.40 |
| 2023-09-30 | $5.1M | 100k | 50.60 |
| 2023-06-30 | $5.6M | 107k | 52.37 |
| 2023-03-31 | $5.3M | 110k | 48.37 |
| 2022-12-31 | $5.1M | 112k | 45.15 |
| 2022-09-30 | $4.7M | 111k | 42.36 |
| 2022-06-30 | $4.8M | 107k | 44.66 |
| 2022-03-31 | $5.7M | 107k | 53.85 |
| 2021-12-31 | $6.8M | 59k | 113.83 |
| 2021-09-30 | $6.3M | 61k | 104.02 |
| 2021-06-30 | $6.5M | 62k | 103.97 |
| 2021-03-31 | $6.9M | 72k | 95.95 |
| 2020-12-31 | $8.5M | 94k | 90.95 |
| 2020-09-30 | $7.7M | 96k | 80.63 |
| 2020-06-30 | $7.1M | 95k | 74.10 |
| 2020-03-31 | $5.7M | 94k | 61.25 |
| 2019-12-31 | $7.2M | 93k | 76.81 |
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