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Schwab Strategic Tr us lrg cap etf shares owned by Capital Investment Counsel

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

Historical chart of Capital Investment Counsel 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 Investment Counsel 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 Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 11k 26.34
2025-06-30 $272k 11k 24.44
2025-03-31 $350k 16k 22.08
2024-12-31 $439k 19k 23.18
2024-09-30 $628k 9.3k 67.85
2024-06-30 $798k 12k 64.25
2024-03-31 $784k 13k 62.06
2023-12-31 $539k 9.6k 56.40