Schwab Strategic Tr us lrg cap etf shares owned by Burleson & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company 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 Burleson & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Burleson & Company
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $1.7M | 38k | 45.15 |
2022-09-30 | $1.7M | 41k | 42.36 |
2022-06-30 | $1.3M | 29k | 44.67 |
2022-03-31 | $1.5M | 29k | 53.86 |
2021-12-31 | $2.5M | 22k | 113.81 |
2021-09-30 | $2.3M | 22k | 104.02 |
2021-06-30 | $2.3M | 23k | 103.96 |
2021-03-31 | $2.4M | 25k | 96.03 |
2020-12-31 | $2.5M | 27k | 90.94 |
2020-09-30 | $2.1M | 24k | 84.63 |
2020-06-30 | $8.3M | 103k | 80.39 |
2020-03-31 | $7.5M | 108k | 69.87 |
2019-12-31 | $24M | 299k | 79.20 |
2019-09-30 | $22M | 307k | 71.60 |
2019-06-30 | $22M | 309k | 70.60 |
2019-03-31 | $22M | 308k | 70.35 |
2018-12-31 | $20M | 308k | 66.41 |
2018-09-30 | $13M | 203k | 64.23 |
2018-06-30 | $10M | 155k | 64.99 |
2018-03-31 | $8.0M | 126k | 63.08 |
2017-12-31 | $7.8M | 123k | 63.78 |
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