Schwab Strategic Tr us lrg cap etf shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment Advisory 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 Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $204k | 4.5k | 45.15 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $202k | 4.5k | 44.61 |
| 2022-03-31 | $228k | 4.2k | 53.85 |
| 2021-12-31 | $241k | 2.1k | 113.84 |
| 2021-09-30 | $220k | 2.1k | 103.92 |
| 2021-06-30 | $220k | 2.1k | 103.92 |
| 2020-12-31 | $207k | 2.3k | 90.79 |
| 2020-09-30 | $184k | 2.3k | 80.70 |
| 2020-06-30 | $169k | 2.3k | 74.12 |
| 2020-03-31 | $162k | 2.6k | 61.36 |
| 2019-12-31 | $203k | 2.6k | 76.89 |
| 2019-09-30 | $187k | 2.6k | 70.83 |
| 2019-06-30 | $203k | 2.9k | 70.07 |
| 2019-03-31 | $201k | 3.0k | 67.52 |
| 2018-12-31 | $178k | 3.0k | 59.83 |
| 2018-09-30 | $201k | 2.9k | 69.48 |
| 2018-06-30 | $172k | 2.6k | 65.15 |
| 2018-03-31 | $184k | 2.9k | 63.17 |
| 2017-12-31 | $184k | 2.9k | 63.69 |
| 2017-09-30 | $159k | 2.6k | 60.23 |
| 2017-06-30 | $153k | 2.6k | 57.95 |
| 2017-03-31 | $149k | 2.6k | 56.44 |
| 2016-12-31 | $141k | 2.6k | 53.41 |
| 2016-09-30 | $136k | 2.6k | 51.52 |
| 2016-06-30 | $131k | 2.6k | 49.62 |
| 2016-03-31 | $129k | 2.6k | 48.86 |
| 2015-12-31 | $128k | 2.6k | 48.48 |
| 2015-09-30 | $121k | 2.6k | 45.83 |
| 2015-06-30 | $73k | 1.5k | 48.99 |
| 2015-03-31 | $75k | 1.5k | 50.34 |
| 2014-12-31 | $74k | 1.5k | 49.66 |
| 2013-12-31 | $9.0k | 204 | 44.12 |
| 2013-09-30 | $8.0k | 204 | 39.22 |
| 2013-06-30 | $8.0k | 204 | 39.22 |
| 2013-03-31 | $8.0k | 204 | 39.22 |
More positions owned by Capital Directions Investment Advisory
View all positions for Capital Directions Investment Advisory
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf