Schwab Strategic Tr us lrg cap etf shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group 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 Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $87M | 1.3M | 67.85 |
| 2024-06-30 | $85M | 1.3M | 64.25 |
| 2024-03-31 | $95M | 1.5M | 62.06 |
| 2023-12-31 | $95M | 1.7M | 56.40 |
| 2023-09-30 | $84M | 1.7M | 50.60 |
| 2023-06-30 | $89M | 1.7M | 52.37 |
| 2023-03-31 | $85M | 1.8M | 48.37 |
| 2022-12-31 | $80M | 1.8M | 45.15 |
| 2022-09-30 | $61M | 1.4M | 42.35 |
| 2022-06-30 | $70M | 1.6M | 44.66 |
| 2022-03-31 | $84M | 1.6M | 53.85 |
| 2021-12-31 | $74M | 647k | 113.82 |
| 2021-09-30 | $58M | 553k | 104.03 |
| 2021-06-30 | $53M | 511k | 103.97 |
| 2021-03-31 | $40M | 420k | 96.03 |
| 2020-12-31 | $31M | 340k | 90.95 |
| 2020-09-30 | $18M | 226k | 80.63 |
| 2020-06-30 | $7.8M | 105k | 74.10 |
| 2020-03-31 | $5.0M | 82k | 61.25 |
| 2019-12-31 | $1.1M | 15k | 76.83 |
More positions owned by Aurum Wealth Management Group
View all positions for Aurum Wealth Management Group
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf