Schwab Strategic Tr us lrg cap etf shares owned by BFSG
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by BFSG
from 13F filings
Historical chart of BFSG 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 BFSG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 15k | 67.85 |
| 2024-06-30 | $1.0M | 16k | 64.25 |
| 2024-03-31 | $988k | 16k | 62.06 |
| 2023-12-31 | $907k | 16k | 56.40 |
| 2023-09-30 | $828k | 16k | 50.61 |
| 2023-06-30 | $827k | 16k | 52.39 |
| 2023-03-31 | $774k | 16k | 48.38 |
| 2022-12-31 | $714k | 16k | 45.13 |
| 2022-09-30 | $671k | 16k | 42.36 |
| 2022-06-30 | $745k | 17k | 44.65 |
| 2022-03-31 | $900k | 17k | 53.85 |
| 2021-12-31 | $907k | 8.0k | 113.79 |
| 2021-09-30 | $827k | 7.9k | 104.05 |
| 2021-03-31 | $742k | 7.7k | 95.99 |
| 2020-12-31 | $691k | 7.6k | 90.89 |
| 2020-09-30 | $634k | 7.9k | 80.57 |
| 2020-06-30 | $624k | 8.4k | 74.15 |
| 2020-03-31 | $565k | 9.2k | 61.25 |
| 2019-12-31 | $727k | 9.5k | 76.78 |
| 2019-09-30 | $666k | 9.4k | 70.95 |
| 2019-06-30 | $665k | 9.5k | 70.22 |
| 2019-03-31 | $658k | 9.7k | 67.61 |
| 2018-12-31 | $573k | 9.6k | 59.74 |
| 2018-09-30 | $521k | 7.5k | 69.51 |
| 2018-06-30 | $515k | 7.9k | 64.98 |
| 2018-03-31 | $511k | 8.1k | 63.11 |
| 2017-12-31 | $536k | 8.4k | 63.74 |
| 2017-09-30 | $505k | 8.4k | 60.00 |
| 2017-06-30 | $475k | 8.2k | 57.76 |
| 2017-03-31 | $451k | 8.0k | 56.23 |
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