Schwab Strategic Tr us lrg cap etf shares owned by Alley Investment Management Company
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Alley Investment Management Company
from 13F filings
Historical chart of Alley Investment Management Company 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 Alley Investment Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 51k | 26.34 |
| 2025-06-30 | $1.3M | 51k | 24.44 |
| 2025-03-31 | $1.2M | 55k | 22.08 |
| 2024-12-31 | $1.3M | 57k | 23.18 |
| 2024-09-30 | $1.3M | 19k | 67.85 |
| 2024-06-30 | $1.3M | 20k | 64.25 |
| 2024-03-31 | $1.2M | 19k | 62.06 |
| 2023-12-31 | $1.1M | 20k | 56.40 |
| 2023-09-30 | $1.1M | 21k | 50.60 |
| 2023-06-30 | $1.1M | 21k | 52.37 |
| 2023-03-31 | $1.0M | 21k | 48.37 |
| 2022-12-31 | $999k | 22k | 45.13 |
| 2022-09-30 | $939k | 22k | 42.36 |
| 2022-06-30 | $983k | 22k | 44.68 |
| 2022-03-31 | $1.2M | 22k | 53.86 |
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