Schwab Strategic Tr us lrg cap etf shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $123k | 5.3k | 23.18 |
| 2024-09-30 | $120k | 1.8k | 67.82 |
| 2024-06-30 | $114k | 1.8k | 64.43 |
| 2024-03-31 | $110k | 1.8k | 62.06 |
| 2023-12-31 | $37k | 659 | 56.41 |
| 2023-09-30 | $33k | 659 | 49.39 |
| 2023-06-30 | $37k | 697 | 52.38 |
| 2023-03-31 | $38k | 781 | 48.34 |
| 2022-12-31 | $35k | 781 | 45.12 |
| 2022-09-30 | $33k | 781 | 42.25 |
| 2022-06-30 | $35k | 781 | 44.81 |
| 2022-03-31 | $50k | 930 | 53.76 |
| 2021-12-31 | $53k | 465 | 113.98 |
| 2021-09-30 | $53k | 510 | 103.92 |
| 2021-06-30 | $53k | 510 | 103.92 |
| 2021-03-31 | $49k | 510 | 96.08 |
| 2020-12-31 | $46k | 510 | 90.20 |
| 2020-09-30 | $41k | 510 | 80.39 |
| 2020-06-30 | $38k | 510 | 74.51 |
| 2020-03-31 | $31k | 510 | 60.78 |
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