Schwab Strategic Tr us lrg cap etf shares owned by Howe and Rusling
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling 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 Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $360k | 6.4k | 56.40 |
| 2023-09-30 | $218k | 4.3k | 50.60 |
| 2023-06-30 | $282k | 5.4k | 52.37 |
| 2023-03-31 | $202k | 4.2k | 48.37 |
| 2022-12-31 | $282k | 6.2k | 45.15 |
| 2022-09-30 | $234k | 5.5k | 42.28 |
| 2022-06-30 | $275k | 6.2k | 44.63 |
| 2022-03-31 | $321k | 6.0k | 53.82 |
| 2021-12-31 | $383k | 3.4k | 113.92 |
| 2021-09-30 | $383k | 3.7k | 103.99 |
| 2021-06-30 | $521k | 5.0k | 103.95 |
| 2021-03-31 | $237k | 2.5k | 96.22 |
| 2020-12-31 | $349k | 3.8k | 90.93 |
| 2020-09-30 | $145k | 1.8k | 80.83 |
| 2020-06-30 | $133k | 1.8k | 74.14 |
| 2020-03-31 | $179k | 2.9k | 61.32 |
| 2019-12-31 | $36k | 472 | 76.27 |
| 2019-09-30 | $25k | 359 | 69.64 |
| 2019-06-30 | $14k | 200 | 70.00 |
| 2019-03-31 | $14k | 200 | 70.00 |
| 2018-12-31 | $18k | 305 | 59.02 |
| 2018-09-30 | $107k | 1.5k | 69.35 |
| 2018-06-30 | $13k | 200 | 65.00 |
| 2018-03-31 | $13k | 200 | 65.00 |
| 2017-12-31 | $59k | 922 | 63.99 |
| 2017-09-30 | $59k | 989 | 59.66 |
| 2017-06-30 | $267k | 4.6k | 57.82 |
| 2017-03-31 | $184k | 3.3k | 56.15 |
| 2016-12-31 | $3.0M | 57k | 53.27 |
| 2016-09-30 | $136k | 2.6k | 51.67 |
| 2016-06-30 | $529k | 11k | 49.78 |
| 2016-03-31 | $519k | 11k | 48.84 |
| 2015-12-31 | $516k | 11k | 48.56 |
| 2015-09-30 | $486k | 11k | 45.73 |
| 2015-06-30 | $620k | 13k | 49.28 |
| 2015-03-31 | $611k | 12k | 49.55 |
| 2014-12-31 | $507k | 10k | 49.05 |
| 2014-09-30 | $486k | 10k | 47.02 |
| 2014-06-30 | $519k | 11k | 46.81 |
| 2013-12-31 | $323k | 7.3k | 44.10 |
| 2013-09-30 | $77k | 1.9k | 40.27 |
| 2013-06-30 | $50k | 1.3k | 38.40 |
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