Schwab Strategic Tr us lrg cap etf shares owned by Aull & Monroe Investment Management Corp.
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Aull & Monroe Investment Management Corp.
from 13F filings
Historical chart of Aull & Monroe Investment Management Corp. 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 Aull & Monroe Investment Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 57k | 26.34 |
| 2025-06-30 | $1.3M | 53k | 24.44 |
| 2025-03-31 | $1.2M | 54k | 22.08 |
| 2024-12-31 | $1.1M | 46k | 23.18 |
| 2024-09-30 | $1.1M | 16k | 67.85 |
| 2024-06-30 | $1.1M | 17k | 64.25 |
| 2024-03-31 | $986k | 16k | 62.06 |
| 2023-12-31 | $778k | 14k | 56.40 |
| 2023-09-30 | $699k | 14k | 50.60 |
| 2023-06-30 | $723k | 14k | 52.37 |
| 2023-03-31 | $674k | 14k | 48.37 |
| 2022-12-31 | $630k | 14k | 45.15 |
| 2022-09-30 | $590k | 14k | 42.32 |
| 2022-06-30 | $636k | 14k | 44.64 |
| 2022-03-31 | $770k | 14k | 53.85 |
| 2021-12-31 | $834k | 7.3k | 113.87 |
| 2021-09-30 | $774k | 7.4k | 104.07 |
| 2021-06-30 | $765k | 7.4k | 103.91 |
| 2021-03-31 | $664k | 6.9k | 96.09 |
| 2020-12-31 | $747k | 8.2k | 90.95 |
| 2020-09-30 | $676k | 8.4k | 80.67 |
| 2020-06-30 | $619k | 8.4k | 74.13 |
| 2020-03-31 | $491k | 8.0k | 61.28 |
| 2019-12-31 | $583k | 7.6k | 76.80 |
| 2019-09-30 | $432k | 6.1k | 70.92 |
| 2019-06-30 | $368k | 5.2k | 70.11 |
| 2019-03-31 | $310k | 4.6k | 67.61 |
| 2018-12-31 | $262k | 4.4k | 59.79 |
| 2018-09-30 | $281k | 4.0k | 69.59 |
| 2018-06-30 | $223k | 3.4k | 64.90 |
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