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Schwab Strategic Tr us lrg cap etf shares owned by Basepoint Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Basepoint Wealth from 13F filings

Historical chart of Basepoint Wealth 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 Basepoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 9.0k 26.91
2025-09-30 $486k 18k 26.34
2025-06-30 $450k 18k 24.44
2025-03-31 $405k 18k 22.08
2024-12-31 $425k 18k 23.18
2024-09-30 $413k 6.1k 67.85
2024-06-30 $389k 6.1k 64.25
2024-03-31 $376k 6.1k 62.06