Schwab Strategic Tr us lrg cap etf shares owned by Carmel Capital Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Carmel Capital Partners
from 13F filings
Historical chart of Carmel Capital Partners investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Carmel Capital Partners 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 Carmel Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 19k | 26.34 |
| 2025-06-30 | $440k | 18k | 24.44 |
| 2025-03-31 | $398k | 18k | 22.08 |
| 2024-12-31 | $418k | 18k | 23.18 |
| 2024-09-30 | $408k | 6.0k | 67.85 |
| 2024-06-30 | $377k | 5.9k | 64.25 |
| 2024-03-31 | $364k | 5.9k | 62.06 |
| 2023-12-31 | $336k | 6.0k | 56.40 |
| 2023-09-30 | $302k | 6.0k | 50.60 |
| 2023-06-30 | $397k | 7.6k | 52.37 |
| 2023-03-31 | $352k | 7.3k | 48.37 |
| 2022-12-31 | $329k | 7.3k | 45.15 |
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