Schwab Strategic Tr us lrg cap etf shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth 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 Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Capital Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $267k | 4.7k | 56.40 |
2023-09-30 | $238k | 4.7k | 50.60 |
2023-06-30 | $246k | 4.7k | 52.37 |
2023-03-31 | $222k | 4.6k | 48.37 |
2022-03-31 | $244k | 4.5k | 53.82 |
2021-06-30 | $542k | 7.7k | 70.35 |
2021-03-31 | $284k | 3.0k | 96.04 |
2020-12-31 | $391k | 4.2k | 93.32 |
2020-06-30 | $476k | 6.4k | 74.12 |
2020-03-31 | $1.8M | 30k | 61.27 |
2019-12-31 | $2.0M | 26k | 76.81 |
2019-09-30 | $1.7M | 24k | 71.80 |
2019-06-30 | $1.5M | 21k | 70.18 |
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