Schwab Strategic Tr us lrg cap etf shares owned by Capital Management Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Capital Management Associates
from 13F filings
Historical chart of Capital Management 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 Capital Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 73k | 26.34 |
| 2025-06-30 | $1.9M | 76k | 24.44 |
| 2025-03-31 | $3.3M | 152k | 22.08 |
| 2024-12-31 | $1.8M | 76k | 23.18 |
| 2024-09-30 | $1.7M | 25k | 67.85 |
| 2023-12-31 | $1.4M | 336 | 4180.82 |
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