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Schwab Strategic Tr us lrg cap etf shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 32k 62.06
2023-12-31 $1.5M 27k 56.40
2023-09-30 $1.7M 34k 50.60
2023-06-30 $1.5M 30k 52.37
2023-03-31 $1.5M 30k 48.37
2022-12-31 $1.4M 30k 45.15
2022-09-30 $1.3M 30k 42.28
2022-06-30 $1.3M 30k 44.65
2022-03-31 $1.5M 28k 53.84
2021-12-31 $1.7M 15k 113.80
2021-09-30 $1.4M 13k 104.03
2021-06-30 $1.3M 13k 104.01
2021-03-31 $1.3M 13k 96.01
2020-12-31 $1.0M 12k 90.91
2020-09-30 $917k 11k 80.64
2020-06-30 $910k 11k 80.28
2020-03-31 $1.4M 23k 61.24
2018-12-31 $257k 4.3k 59.81