Schwab Strategic Tr us lrg cap etf shares owned by Brio Consultants
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants 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 Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $399k | 5.9k | 67.85 |
| 2024-06-30 | $388k | 6.0k | 64.25 |
| 2024-03-31 | $374k | 6.0k | 62.06 |
| 2023-12-31 | $320k | 5.7k | 56.40 |
| 2023-09-30 | $268k | 5.3k | 50.60 |
| 2022-03-31 | $3.1M | 57k | 53.85 |
| 2021-12-31 | $3.4M | 30k | 113.81 |
| 2021-09-30 | $3.2M | 31k | 104.01 |
| 2021-06-30 | $3.5M | 34k | 103.97 |
| 2021-03-31 | $3.6M | 37k | 96.04 |
| 2020-12-31 | $3.5M | 38k | 90.96 |
| 2020-09-30 | $5.7M | 71k | 80.63 |
| 2020-06-30 | $5.4M | 73k | 74.10 |
| 2020-03-31 | $5.1M | 83k | 61.24 |
| 2019-12-31 | $6.4M | 84k | 76.80 |
| 2019-09-30 | $6.0M | 84k | 70.93 |
| 2019-06-30 | $6.1M | 87k | 70.19 |
| 2019-03-31 | $5.9M | 87k | 67.61 |
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