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Schwab Strategic Tr us lrg cap etf shares owned by Appropriate Balance Financial Services

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Appropriate Balance Financial Services from 13F filings

Historical chart of Appropriate Balance Financial Services 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 Appropriate Balance Financial Services 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 Appropriate Balance Financial Services

Quarter filed Position value Share count Share price at filing
2017-09-30 $31k 1.9k 16.66
2017-06-30 $31k 1.8k 17.31
2017-03-31 $32k 1.8k 17.77
2016-12-31 $1.7M 32k 53.25
2016-09-30 $881k 17k 51.60
2016-06-30 $865k 17k 49.74
2016-03-31 $866k 18k 48.82
2015-12-31 $858k 18k 48.54