Schwab Strategic Tr us lrg cap etf shares owned by Forte Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital 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 Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.1M | 91k | 56.40 |
| 2023-09-30 | $4.6M | 91k | 50.60 |
| 2023-06-30 | $4.7M | 90k | 52.37 |
| 2023-03-31 | $4.1M | 85k | 48.37 |
| 2022-12-31 | $3.9M | 86k | 45.15 |
| 2022-09-30 | $3.6M | 85k | 42.36 |
| 2022-06-30 | $3.9M | 88k | 44.66 |
| 2022-03-31 | $5.7M | 50k | 113.82 |
| 2021-12-31 | $5.7M | 50k | 113.82 |
| 2021-09-30 | $5.2M | 50k | 104.02 |
| 2021-06-30 | $5.2M | 50k | 103.97 |
| 2021-03-31 | $4.7M | 49k | 96.03 |
| 2020-12-31 | $4.4M | 49k | 90.94 |
| 2020-09-30 | $3.7M | 46k | 80.62 |
| 2020-06-30 | $3.5M | 47k | 74.10 |
| 2020-03-31 | $2.9M | 48k | 61.26 |
| 2019-12-31 | $3.7M | 49k | 76.80 |
| 2019-09-30 | $3.6M | 51k | 70.94 |
| 2019-06-30 | $3.4M | 49k | 70.19 |
| 2019-03-31 | $3.1M | 46k | 67.62 |
| 2018-12-31 | $2.7M | 45k | 59.68 |
| 2018-09-30 | $3.1M | 44k | 69.56 |
| 2018-06-30 | $2.9M | 45k | 64.99 |
| 2018-03-31 | $2.7M | 43k | 63.08 |
| 2017-12-31 | $2.6M | 41k | 63.76 |
| 2017-09-30 | $2.3M | 39k | 60.03 |
| 2017-06-30 | $2.2M | 39k | 57.77 |
| 2017-03-31 | $2.0M | 35k | 56.26 |
| 2016-12-31 | $1.7M | 32k | 53.24 |
| 2016-09-30 | $1.4M | 26k | 51.63 |
| 2016-06-30 | $1.1M | 22k | 49.76 |
| 2016-03-31 | $702k | 14k | 48.84 |
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