Schwab Strategic Tr us lrg cap etf shares owned by Asset Planning Services
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 53k | 62.05 |
| 2023-12-31 | $3.1M | 54k | 56.41 |
| 2023-09-30 | $2.7M | 54k | 50.61 |
| 2023-06-30 | $2.7M | 52k | 52.37 |
| 2023-03-31 | $2.3M | 48k | 48.36 |
| 2022-12-31 | $2.0M | 45k | 45.15 |
| 2022-09-30 | $1.9M | 44k | 42.34 |
| 2022-06-30 | $1.9M | 42k | 44.66 |
| 2022-03-31 | $2.4M | 45k | 53.85 |
| 2021-12-31 | $2.5M | 22k | 113.82 |
| 2021-09-30 | $1.9M | 19k | 104.04 |
| 2021-06-30 | $2.0M | 19k | 103.97 |
| 2021-03-31 | $1.7M | 18k | 96.00 |
| 2020-12-31 | $1.5M | 17k | 90.92 |
| 2020-09-30 | $1.3M | 17k | 80.63 |
| 2020-06-30 | $1.2M | 17k | 74.12 |
| 2020-03-31 | $891k | 15k | 61.26 |
| 2019-12-31 | $1.1M | 14k | 76.80 |
| 2019-09-30 | $1.0M | 15k | 70.92 |
| 2019-06-30 | $986k | 14k | 70.20 |
| 2019-03-31 | $895k | 13k | 67.57 |
| 2018-12-31 | $774k | 13k | 59.68 |
| 2018-09-30 | $867k | 13k | 69.56 |
| 2018-06-30 | $721k | 11k | 64.95 |
| 2018-03-31 | $581k | 9.2k | 63.02 |
| 2017-12-31 | $516k | 8.1k | 63.74 |
| 2017-09-30 | $368k | 6.1k | 59.89 |
| 2017-06-30 | $335k | 5.8k | 57.81 |
| 2017-03-31 | $290k | 5.1k | 56.37 |
| 2016-12-31 | $274k | 5.1k | 53.26 |
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