Schwab Strategic Tr us lrg cap etf shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services 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 McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $986k | 16k | 62.06 |
| 2023-12-31 | $911k | 16k | 56.40 |
| 2023-09-30 | $819k | 16k | 50.60 |
| 2023-06-30 | $863k | 17k | 52.37 |
| 2023-03-31 | $786k | 16k | 48.37 |
| 2022-12-31 | $733k | 16k | 45.15 |
| 2022-09-30 | $691k | 16k | 42.37 |
| 2022-06-30 | $752k | 17k | 44.63 |
| 2022-03-31 | $883k | 16k | 53.84 |
| 2021-12-31 | $942k | 8.3k | 113.84 |
| 2021-09-30 | $884k | 8.5k | 103.99 |
| 2021-06-30 | $906k | 8.7k | 103.97 |
| 2021-03-31 | $846k | 8.8k | 96.01 |
| 2020-12-31 | $725k | 8.0k | 90.90 |
| 2020-09-30 | $652k | 8.1k | 80.62 |
| 2020-06-30 | $991k | 13k | 74.10 |
| 2020-03-31 | $824k | 13k | 61.28 |
| 2019-12-31 | $1.6M | 21k | 76.80 |
| 2019-09-30 | $1.3M | 19k | 70.93 |
| 2019-06-30 | $918k | 13k | 70.18 |
| 2019-03-31 | $784k | 12k | 67.63 |
| 2018-12-31 | $711k | 12k | 59.68 |
| 2018-09-30 | $842k | 12k | 69.56 |
| 2018-06-30 | $850k | 13k | 64.98 |
| 2018-03-31 | $786k | 13k | 63.07 |
| 2017-12-31 | $771k | 12k | 63.81 |
| 2017-09-30 | $690k | 12k | 60.06 |
| 2017-06-30 | $445k | 7.7k | 57.72 |
| 2017-03-31 | $267k | 4.7k | 56.32 |
| 2016-12-31 | $219k | 4.1k | 53.22 |
More positions owned by McKinley Carter Wealth Services
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