Schwab Strategic Tr us lrg cap etf shares owned by Private Ocean
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean 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 Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $169k | 2.7k | 62.05 |
| 2023-12-31 | $153k | 2.7k | 56.39 |
| 2023-09-30 | $137k | 2.7k | 50.60 |
| 2023-06-30 | $157k | 3.0k | 52.38 |
| 2023-03-31 | $25k | 512 | 48.37 |
| 2022-12-31 | $23k | 512 | 45.15 |
| 2020-03-31 | $34k | 558 | 60.93 |
| 2019-12-31 | $349k | 4.5k | 76.87 |
| 2019-09-30 | $319k | 4.5k | 70.92 |
| 2019-06-30 | $275k | 3.9k | 70.12 |
| 2019-03-31 | $265k | 3.9k | 67.57 |
| 2018-12-31 | $233k | 3.9k | 59.71 |
| 2018-09-30 | $269k | 3.9k | 69.62 |
| 2018-06-30 | $266k | 4.1k | 65.10 |
| 2018-03-31 | $251k | 4.0k | 63.08 |
| 2017-12-31 | $246k | 3.9k | 63.80 |
| 2016-12-31 | $206k | 3.7k | 55.89 |
| 2016-09-30 | $204k | 3.7k | 55.34 |
| 2016-06-30 | $193k | 3.7k | 52.36 |
| 2016-03-31 | $254k | 4.8k | 52.47 |
| 2015-12-31 | $256k | 4.8k | 52.88 |
| 2015-09-30 | $242k | 4.8k | 49.99 |
| 2014-03-31 | $79k | 1.8k | 44.66 |
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