Schwab Strategic Tr us lrg cap etf shares owned by Barrett Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Barrett Asset Management
from 13F filings
Historical chart of Barrett Asset Management 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 Barrett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $954k | 18k | 53.84 |
| 2021-12-31 | $1.0M | 8.8k | 113.85 |
| 2021-09-30 | $860k | 8.3k | 104.05 |
| 2021-06-30 | $823k | 7.9k | 103.98 |
| 2021-03-31 | $737k | 7.7k | 96.03 |
| 2020-12-31 | $442k | 5.5k | 80.58 |
| 2020-09-30 | $442k | 5.5k | 80.58 |
| 2020-06-30 | $413k | 5.6k | 74.01 |
| 2020-03-31 | $342k | 5.6k | 61.29 |
| 2019-12-31 | $577k | 8.1k | 70.97 |
| 2019-09-30 | $577k | 8.1k | 70.97 |
| 2019-06-30 | $555k | 7.9k | 70.21 |
| 2019-03-31 | $531k | 7.9k | 67.60 |
| 2018-12-31 | $560k | 9.4k | 59.73 |
| 2018-09-30 | $647k | 9.3k | 69.57 |
| 2018-06-30 | $598k | 9.2k | 65.00 |
| 2018-03-31 | $580k | 9.2k | 63.04 |
| 2017-12-31 | $587k | 9.2k | 63.80 |
| 2017-09-30 | $549k | 9.2k | 60.00 |
| 2017-06-30 | $451k | 7.8k | 57.82 |
| 2017-03-31 | $345k | 6.1k | 56.33 |
| 2016-12-31 | $294k | 5.5k | 53.21 |
| 2016-09-30 | $239k | 4.6k | 51.68 |
| 2016-06-30 | $230k | 4.6k | 49.73 |
| 2016-03-31 | $216k | 4.4k | 48.81 |
| 2015-12-31 | $189k | 3.9k | 48.46 |
| 2015-09-30 | $122k | 2.7k | 45.78 |
| 2015-06-30 | $131k | 2.7k | 49.16 |
| 2015-03-31 | $132k | 2.7k | 49.53 |
| 2014-12-31 | $131k | 2.7k | 49.16 |
| 2014-09-30 | $125k | 2.7k | 46.90 |
| 2014-06-30 | $122k | 2.6k | 46.65 |
| 2014-03-31 | $117k | 2.6k | 44.74 |
| 2013-12-31 | $40k | 915 | 43.72 |
| 2013-09-30 | $37k | 915 | 40.44 |
| 2013-06-30 | $35k | 915 | 38.25 |
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