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Schwab Strategic Tr us lrg cap etf shares owned by Bridge Generations Wealth Management

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

Historical chart of Bridge Generations Wealth Management 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 Bridge Generations Wealth Management 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 Bridge Generations Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9k 108 26.92
2025-09-30 $2.8k 108 26.34
2025-06-30 $2.6k 108 24.44
2025-03-31 $35k 1.6k 22.07
2024-12-31 $11k 470 23.16