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Schwab Strategic Tr us lrg cap etf shares owned by Watermark Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Watermark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $4.0M 67k 59.69
2018-09-30 $4.9M 71k 69.57
2018-06-30 $4.8M 74k 64.99
2018-03-31 $5.2M 83k 63.08
2017-12-31 $5.6M 87k 63.78
2017-09-30 $5.7M 95k 60.04
2017-06-30 $5.7M 98k 57.77
2017-03-31 $5.3M 94k 56.27