Schwab Strategic Tr us lrg cap etf shares owned by Weik Investment Services
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Weik Investment Services
from 13F filings
Historical chart of Weik Investment 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 Weik Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $258k | 5.1k | 50.60 |
| 2023-06-30 | $300k | 5.7k | 52.37 |
| 2023-03-31 | $284k | 5.9k | 48.38 |
| 2022-12-31 | $272k | 6.0k | 45.18 |
| 2022-09-30 | $260k | 6.1k | 42.31 |
| 2022-06-30 | $280k | 6.3k | 44.66 |
| 2022-03-31 | $338k | 6.3k | 53.91 |
| 2021-12-31 | $363k | 3.2k | 113.97 |
| 2021-09-30 | $350k | 3.4k | 104.01 |
| 2021-06-30 | $391k | 3.8k | 103.85 |
| 2021-03-31 | $396k | 4.1k | 96.12 |
| 2020-12-31 | $379k | 4.2k | 90.89 |
| 2020-09-30 | $3.4M | 4.3k | 806.09 |
| 2020-06-30 | $337k | 4.5k | 74.15 |
| 2020-03-31 | $294k | 4.8k | 61.31 |
| 2019-12-31 | $400k | 5.2k | 76.78 |
| 2019-09-30 | $594k | 8.4k | 70.93 |
| 2019-06-30 | $562k | 8.0k | 70.21 |
| 2019-03-31 | $487k | 7.2k | 67.59 |
| 2018-12-31 | $425k | 7.1k | 59.65 |
| 2018-09-30 | $385k | 5.5k | 69.62 |
| 2018-06-30 | $370k | 5.7k | 65.03 |
| 2018-03-31 | $703k | 11k | 63.11 |
| 2017-12-31 | $927k | 15k | 63.76 |
| 2017-09-30 | $770k | 13k | 60.04 |
| 2017-06-30 | $828k | 14k | 57.80 |
| 2017-03-31 | $1.1M | 19k | 56.27 |
| 2016-12-31 | $353k | 6.6k | 53.28 |
| 2016-09-30 | $345k | 17k | 20.57 |
| 2016-06-30 | $447k | 9.0k | 49.81 |
| 2016-03-31 | $542k | 11k | 48.83 |
| 2015-12-31 | $389k | 8.0k | 48.56 |
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