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
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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 |
|---|---|---|---|
| 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 |
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