Schwab Strategic Tr us lrg cap etf shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 22k | 67.85 |
| 2024-03-31 | $1.5M | 24k | 62.06 |
| 2023-12-31 | $1.5M | 26k | 56.40 |
| 2023-09-30 | $1.3M | 26k | 50.60 |
| 2023-06-30 | $1.1M | 22k | 52.37 |
| 2023-03-31 | $1.1M | 23k | 48.37 |
| 2022-12-31 | $941k | 21k | 45.15 |
| 2022-09-30 | $908k | 22k | 42.33 |
| 2022-06-30 | $1.0M | 23k | 44.66 |
| 2022-03-31 | $1.0M | 19k | 53.84 |
| 2021-12-31 | $1.1M | 9.5k | 113.81 |
| 2021-09-30 | $987k | 9.5k | 104.05 |
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