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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap etf held by Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Badgley Phelps Wealth Managers
View all positions for Badgley Phelps Wealth Managers
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf