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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Advisory Services & Investments 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 Advisory Services & Investments

Quarter filed Position value Share count Share price at filing
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