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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

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Quarterly 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