Schwab Strategic Tr us lrg cap etf shares owned by Family Management Corporation
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Family Management Corporation 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 Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.2M | 24k | 50.60 |
| 2023-06-30 | $1.3M | 25k | 52.37 |
| 2023-03-31 | $1.3M | 27k | 48.37 |
| 2022-12-31 | $1.4M | 31k | 45.15 |
| 2022-09-30 | $1.3M | 31k | 42.36 |
| 2022-06-30 | $1.4M | 31k | 44.65 |
| 2022-03-31 | $1.7M | 32k | 53.85 |
| 2021-12-31 | $1.9M | 17k | 113.80 |
| 2021-09-30 | $1.8M | 17k | 104.04 |
| 2021-06-30 | $2.2M | 21k | 103.97 |
| 2021-03-31 | $2.1M | 22k | 96.04 |
| 2020-12-31 | $2.1M | 23k | 90.94 |
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