Schwab Strategic Tr us lrg cap etf shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial 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 Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $424k | 18k | 23.18 |
| 2024-09-30 | $352k | 5.2k | 67.85 |
| 2024-06-30 | $359k | 5.6k | 64.25 |
| 2024-03-31 | $315k | 5.1k | 62.06 |
| 2023-12-31 | $286k | 5.1k | 56.40 |
| 2023-09-30 | $257k | 5.1k | 50.60 |
| 2023-06-30 | $266k | 5.1k | 52.37 |
| 2023-03-31 | $519k | 11k | 48.37 |
| 2022-12-31 | $484k | 11k | 45.15 |
| 2022-09-30 | $4.5M | 11k | 423.41 |
| 2022-06-30 | $478k | 11k | 44.59 |
| 2022-03-31 | $11M | 662 | 16205.44 |
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