Schwab Strategic Tr us lrg cap etf shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $199M | 3.8M | 52.37 |
| 2023-03-31 | $171M | 3.5M | 48.37 |
| 2022-12-31 | $169M | 3.7M | 45.15 |
| 2022-09-30 | $206M | 4.9M | 42.35 |
| 2022-06-30 | $152M | 3.4M | 44.66 |
| 2022-03-31 | $253M | 4.7M | 53.85 |
| 2021-12-31 | $282M | 2.5M | 113.82 |
| 2021-09-30 | $248M | 2.4M | 104.03 |
| 2021-06-30 | $233M | 2.2M | 103.97 |
| 2021-03-31 | $197M | 2.1M | 96.03 |
| 2020-12-31 | $150M | 1.7M | 90.95 |
| 2020-09-30 | $128M | 1.6M | 80.63 |
| 2020-06-30 | $113M | 1.5M | 74.10 |
| 2020-03-31 | $95M | 1.5M | 61.25 |
| 2019-12-31 | $124M | 1.6M | 76.81 |
| 2019-09-30 | $114M | 1.6M | 70.93 |
| 2019-06-30 | $107M | 1.5M | 70.19 |
| 2019-03-31 | $100M | 1.5M | 67.61 |
| 2018-12-31 | $86M | 1.4M | 59.70 |
| 2018-09-30 | $91M | 1.3M | 69.56 |
| 2018-06-30 | $81M | 1.2M | 64.99 |
| 2018-03-31 | $71M | 1.1M | 63.08 |
| 2017-12-31 | $70M | 1.1M | 63.78 |
| 2017-09-30 | $58M | 966k | 60.04 |
| 2017-06-30 | $49M | 843k | 57.77 |
| 2017-03-31 | $43M | 761k | 56.27 |
| 2016-12-31 | $36M | 666k | 53.26 |
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