Schwab Strategic Tr us lrg cap etf shares owned by Advisory Services & Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Advisory Services & Investments
from 13F filings
Historical chart of Advisory Services & Investments 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 Advisory Services & Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $356k | 5.2k | 67.85 |
| 2024-06-30 | $337k | 5.2k | 64.25 |
| 2024-03-31 | $326k | 5.2k | 62.06 |
| 2023-06-30 | $249k | 4.8k | 52.37 |
| 2023-03-31 | $237k | 4.9k | 48.37 |
| 2022-12-31 | $221k | 4.9k | 45.15 |
| 2022-09-30 | $223k | 5.3k | 42.32 |
| 2022-06-30 | $235k | 5.3k | 44.60 |
| 2022-03-31 | $610k | 11k | 53.82 |
| 2021-12-31 | $300k | 2.6k | 113.94 |
| 2021-09-30 | $274k | 2.6k | 104.06 |
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