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Schwab Strategic Tr us lrg cap etf shares owned by Geller Family Office Services

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Geller Family Office Services from 13F filings

Historical chart of Geller Family Office Services 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 Geller Family Office Services 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 Geller Family Office Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 23k 56.40
2023-09-30 $1.2M 23k 50.60
2023-06-30 $1.2M 23k 52.37
2023-03-31 $340k 7.0k 48.37
2022-12-31 $317k 7.0k 45.15
2022-09-30 $298k 7.0k 42.39
2022-06-30 $261k 5.9k 44.62
2022-03-31 $315k 5.9k 53.85
2021-12-31 $333k 2.9k 113.85
2021-06-30 $918k 8.8k 103.94
2021-03-31 $846k 8.8k 96.08
2020-12-31 $798k 8.7k 91.27
2020-09-30 $705k 8.7k 80.65
2020-06-30 $644k 8.7k 74.11