Schwab Strategic Tr us lrg cap etf shares owned by Capital Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning 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 Planning 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 Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 26k | 62.06 |
| 2023-12-31 | $2.9M | 51k | 56.40 |
| 2023-09-30 | $5.5M | 109k | 50.60 |
| 2023-06-30 | $6.0M | 115k | 52.37 |
| 2023-03-31 | $4.1M | 84k | 48.37 |
| 2022-12-31 | $4.3M | 96k | 45.15 |
| 2022-03-31 | $9.4M | 175k | 53.85 |
| 2021-12-31 | $6.4M | 56k | 113.84 |
| 2021-09-30 | $8.2M | 79k | 104.03 |
| 2021-06-30 | $6.9M | 66k | 103.98 |
| 2021-03-31 | $4.8M | 50k | 96.04 |
| 2020-12-31 | $2.0M | 22k | 90.96 |
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf