Capital Performance Advisors »

Schwab Strategic Tr us lrg cap etf shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors 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 Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $852k 14k 62.06
2023-12-31 $765k 14k 56.40
2023-09-30 $686k 14k 50.60
2023-06-30 $710k 14k 52.37