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Schwab Strategic Tr us lrg cap etf shares owned by Callan Capital

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Callan Capital from 13F filings

Historical chart of Callan Capital 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 Callan Capital 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 Callan Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 23k 67.85
2024-06-30 $1.5M 23k 64.25
2024-03-31 $1.4M 23k 62.06
2023-12-31 $1.4M 25k 56.40
2023-09-30 $1.3M 27k 50.60
2023-06-30 $1.0M 20k 52.37
2023-03-31 $659k 14k 48.37
2022-12-31 $584k 13k 45.15
2022-09-30 $752k 18k 42.32
2022-06-30 $838k 19k 44.66
2022-03-31 $1.1M 20k 53.83
2021-12-31 $581k 5.1k 113.77