Schwab Strategic Tr us lrg cap etf shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co 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 Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 16k | 26.34 |
| 2025-06-30 | $394k | 16k | 24.44 |
| 2025-03-31 | $463k | 21k | 22.08 |
| 2024-12-31 | $483k | 21k | 23.18 |
| 2024-09-30 | $485k | 7.1k | 67.92 |
| 2024-06-30 | $460k | 7.2k | 64.25 |
| 2024-03-31 | $373k | 6.0k | 62.07 |
| 2023-12-31 | $237k | 4.2k | 56.31 |
| 2017-06-30 | $207k | 3.6k | 57.71 |
| 2017-03-31 | $4.2M | 74k | 56.26 |
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