Capital A Wealth Management »

Schwab Strategic Tr us lrg cap etf shares owned by Capital A Wealth Management

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

Historical chart of Capital A Wealth Management 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 Capital A Wealth Management 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1k 19 56.42
2025-03-31 $60k 2.7k 22.08
2024-12-31 $70k 3.0k 23.18