Schwab Strategic Tr us lrg cap etf shares owned by Strategic Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial 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 Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $765k | 14k | 56.40 |
| 2023-09-30 | $690k | 14k | 50.60 |
| 2023-06-30 | $735k | 14k | 52.37 |
| 2023-03-31 | $876k | 18k | 48.37 |
| 2022-12-31 | $827k | 18k | 45.15 |
| 2022-09-30 | $776k | 18k | 42.36 |
| 2022-06-30 | $818k | 18k | 44.66 |
| 2022-03-31 | $994k | 19k | 53.85 |
| 2021-12-31 | $1.1M | 9.3k | 113.79 |
| 2021-09-30 | $965k | 9.3k | 104.05 |
| 2021-06-30 | $965k | 9.3k | 103.92 |
| 2021-03-31 | $896k | 9.3k | 95.99 |
| 2020-12-31 | $851k | 9.4k | 90.92 |
| 2020-09-30 | $756k | 9.4k | 80.62 |
| 2020-06-30 | $731k | 9.9k | 74.09 |
| 2020-03-31 | $604k | 9.9k | 61.21 |
| 2019-12-31 | $859k | 11k | 76.78 |
| 2019-09-30 | $794k | 11k | 70.97 |
| 2019-06-30 | $725k | 10k | 70.21 |
| 2019-03-31 | $734k | 11k | 67.64 |
| 2018-12-31 | $548k | 9.2k | 59.66 |
| 2018-09-30 | $557k | 8.0k | 69.56 |
| 2018-06-30 | $444k | 6.8k | 65.01 |
| 2018-03-31 | $440k | 7.0k | 63.06 |
| 2017-12-31 | $434k | 6.8k | 63.80 |
| 2017-09-30 | $405k | 6.7k | 60.10 |
| 2017-06-30 | $405k | 7.0k | 57.71 |
| 2017-03-31 | $468k | 8.3k | 56.26 |
| 2016-12-31 | $396k | 7.4k | 53.30 |
| 2016-09-30 | $343k | 6.6k | 51.69 |
| 2016-06-30 | $247k | 5.0k | 49.84 |
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