Schwab Strategic Tr us lrg cap etf shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $9.7M | 94k | 104.03 |
| 2021-06-30 | $9.3M | 89k | 103.97 |
| 2021-03-31 | $8.4M | 88k | 96.02 |
| 2020-12-31 | $5.2M | 64k | 80.63 |
| 2020-09-30 | $5.2M | 64k | 81.25 |
| 2020-06-30 | $4.1M | 55k | 74.09 |
| 2020-03-31 | $6.9M | 103k | 67.50 |
| 2019-12-31 | $11M | 141k | 77.08 |
| 2019-09-30 | $8.0M | 113k | 70.93 |
| 2019-06-30 | $6.9M | 97k | 71.30 |
| 2019-03-31 | $5.7M | 83k | 68.57 |
| 2018-12-31 | $2.8M | 46k | 61.31 |
| 2018-09-30 | $629k | 9.7k | 64.65 |
| 2018-06-30 | $689k | 11k | 64.95 |
| 2018-03-31 | $1.2M | 19k | 63.08 |
| 2017-12-31 | $1.3M | 20k | 67.31 |
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