Schwab Strategic Tr us lrg cap etf shares owned by Calton & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 44k | 26.34 |
| 2025-06-30 | $4.6M | 186k | 24.44 |
| 2025-03-31 | $152k | 11k | 13.36 |
| 2023-06-30 | $219k | 4.2k | 52.36 |
| 2023-03-31 | $201k | 4.2k | 48.37 |
| 2022-12-31 | $1.6M | 35k | 45.15 |
| 2022-09-30 | $288k | 6.8k | 42.22 |
| 2022-06-30 | $2.1M | 47k | 44.64 |
| 2022-03-31 | $6.6M | 123k | 53.85 |
| 2021-12-31 | $6.9M | 61k | 113.82 |
| 2021-09-30 | $5.7M | 55k | 104.02 |
| 2021-06-30 | $5.6M | 54k | 104.18 |
| 2021-03-31 | $5.2M | 55k | 96.03 |
| 2020-12-31 | $5.0M | 55k | 90.96 |
| 2020-09-30 | $4.9M | 61k | 80.63 |
| 2020-06-30 | $4.4M | 59k | 74.10 |
| 2020-03-31 | $3.7M | 60k | 61.24 |
| 2019-12-31 | $4.0M | 52k | 76.81 |
| 2019-09-30 | $2.2M | 31k | 70.91 |
| 2019-06-30 | $1.1M | 16k | 70.21 |
| 2019-03-31 | $476k | 7.0k | 67.57 |
| 2018-12-31 | $768k | 13k | 59.72 |
| 2018-09-30 | $658k | 9.5k | 69.59 |
| 2018-06-30 | $607k | 8.9k | 68.33 |
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