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

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

Historical chart of Capital Analysts 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 Analysts 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 Analysts

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 51k 26.34
2025-06-30 $1.2M 51k 24.45
2025-03-31 $1.0M 47k 22.17
2024-12-31 $1.1M 47k 23.19
2024-09-30 $1.4M 20k 67.81
2024-06-30 $493k 7.7k 64.21
2024-03-31 $163k 2.6k 61.87
2023-12-31 $62k 1.1k 56.62
2023-09-30 $55k 1.1k 50.41
2023-06-30 $57k 1.1k 52.44
2023-03-31 $52k 1.1k 48.01
2022-12-31 $49k 1.1k 45.41
2022-09-30 $45k 1.1k 41.90
2020-12-31 $9.0k 94 95.74