Schwab Strategic Tr us lrg cap etf shares owned by Berkeley
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Berkeley
from 13F filings
Historical chart of Berkeley 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 Berkeley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.6M | 243k | 23.18 |
| 2024-09-30 | $4.9M | 72k | 67.85 |
| 2024-06-30 | $4.7M | 73k | 64.25 |
| 2024-03-31 | $4.7M | 75k | 62.06 |
| 2023-12-31 | $4.4M | 77k | 56.40 |
| 2023-09-30 | $4.0M | 79k | 50.60 |
| 2023-06-30 | $4.0M | 76k | 52.37 |
| 2023-03-31 | $3.6M | 75k | 48.37 |
| 2022-12-31 | $3.3M | 73k | 45.15 |
| 2022-09-30 | $3.1M | 73k | 42.35 |
| 2022-06-30 | $3.3M | 73k | 44.66 |
| 2022-03-31 | $5.4M | 100k | 53.85 |
| 2021-12-31 | $5.3M | 47k | 113.82 |
| 2021-09-30 | $4.9M | 47k | 104.03 |
| 2021-06-30 | $4.8M | 47k | 103.97 |
| 2021-03-31 | $4.5M | 47k | 96.03 |
| 2020-12-31 | $4.2M | 47k | 90.95 |
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