Schwab Strategic Tr us lrg cap etf shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe 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 Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 1.4M | 26.34 |
| 2025-06-30 | $34M | 1.4M | 24.44 |
| 2025-03-31 | $31M | 1.4M | 22.08 |
| 2024-12-31 | $906k | 14k | 66.65 |
| 2024-09-30 | $939k | 14k | 67.85 |
| 2024-06-30 | $698k | 11k | 64.26 |
| 2023-03-31 | $335k | 6.9k | 48.37 |
| 2022-12-31 | $309k | 6.8k | 45.15 |
| 2022-09-30 | $2.3M | 53k | 42.37 |
| 2022-06-30 | $2.4M | 53k | 44.67 |
| 2022-03-31 | $3.0M | 55k | 53.86 |
| 2021-12-31 | $3.3M | 29k | 113.81 |
| 2021-09-30 | $3.0M | 29k | 104.00 |
| 2021-06-30 | $3.2M | 30k | 103.96 |
| 2021-03-31 | $3.0M | 31k | 96.02 |
| 2020-12-31 | $3.6M | 40k | 90.96 |
| 2020-09-30 | $4.2M | 68k | 61.25 |
| 2020-06-30 | $3.7M | 50k | 74.11 |
| 2020-03-31 | $4.2M | 68k | 61.25 |
| 2019-12-31 | $5.2M | 67k | 76.80 |
| 2019-09-30 | $4.7M | 67k | 70.94 |
| 2019-06-30 | $4.7M | 67k | 70.19 |
| 2019-03-31 | $17M | 248k | 67.60 |
| 2018-12-31 | $3.6M | 60k | 59.70 |
| 2018-09-30 | $4.7M | 68k | 69.57 |
| 2018-06-30 | $1.3M | 19k | 64.97 |
| 2018-03-31 | $572k | 9.1k | 63.12 |
| 2017-12-31 | $468k | 7.3k | 63.73 |
| 2017-09-30 | $441k | 7.3k | 60.05 |
More positions owned by Belpointe Asset Management
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