Schwab Strategic Tr us lrg cap etf shares owned by Avenue 1 Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Avenue 1 Advisors
from 13F filings
Historical chart of Avenue 1 Advisors 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 Avenue 1 Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 51k | 26.34 |
| 2025-06-30 | $1.3M | 54k | 24.44 |
| 2025-03-31 | $1.2M | 55k | 22.08 |
| 2024-12-31 | $1.8M | 79k | 23.18 |
| 2024-09-30 | $11M | 160k | 67.85 |
| 2024-06-30 | $33M | 509k | 64.25 |
| 2024-03-31 | $34M | 549k | 62.06 |
| 2023-12-31 | $31M | 542k | 56.40 |
| 2023-09-30 | $27M | 524k | 50.60 |
| 2023-06-30 | $27M | 514k | 52.37 |
| 2023-03-31 | $23M | 480k | 48.37 |
| 2022-12-31 | $19M | 430k | 45.15 |
| 2022-09-30 | $18M | 435k | 42.35 |
| 2022-06-30 | $19M | 420k | 44.66 |
| 2022-03-31 | $22M | 416k | 53.85 |
| 2021-12-31 | $23M | 206k | 113.82 |
| 2021-09-30 | $21M | 201k | 104.03 |
| 2021-06-30 | $20M | 197k | 103.97 |
| 2021-03-31 | $18M | 189k | 96.03 |
| 2020-12-31 | $18M | 203k | 90.95 |
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