Schwab Strategic Tr us lrg cap etf shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 102k | 56.40 |
| 2023-09-30 | $5.2M | 102k | 50.60 |
| 2023-06-30 | $5.3M | 102k | 52.37 |
| 2023-03-31 | $4.9M | 101k | 48.37 |
| 2022-12-31 | $4.5M | 100k | 45.15 |
| 2022-09-30 | $4.1M | 98k | 42.35 |
| 2022-06-30 | $4.4M | 98k | 44.66 |
| 2022-03-31 | $5.3M | 98k | 53.85 |
| 2021-12-31 | $5.6M | 50k | 113.83 |
| 2021-09-30 | $5.2M | 50k | 104.03 |
| 2021-06-30 | $5.2M | 50k | 103.97 |
| 2021-03-31 | $4.8M | 50k | 96.02 |
| 2020-12-31 | $4.5M | 50k | 90.95 |
| 2020-09-30 | $4.0M | 50k | 80.63 |
| 2020-06-30 | $3.7M | 50k | 74.10 |
| 2020-03-31 | $3.1M | 50k | 61.25 |
| 2019-12-31 | $3.9M | 50k | 76.81 |
| 2019-09-30 | $3.6M | 50k | 70.93 |
| 2019-06-30 | $3.5M | 50k | 70.20 |
| 2019-03-31 | $3.4M | 50k | 67.60 |
| 2018-12-31 | $2.8M | 46k | 59.70 |
| 2018-09-30 | $3.5M | 50k | 69.57 |
| 2018-06-30 | $3.1M | 48k | 65.00 |
| 2018-03-31 | $3.0M | 48k | 63.08 |
| 2017-12-31 | $3.1M | 48k | 63.78 |
| 2017-09-30 | $2.9M | 48k | 60.04 |
| 2017-06-30 | $2.1M | 37k | 57.78 |
| 2017-03-31 | $2.1M | 37k | 56.27 |
| 2016-12-31 | $1.9M | 37k | 53.26 |
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