Schwab Strategic Tr us lrg cap etf shares owned by Cascade Financial Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Cascade Financial Partners
from 13F filings
Historical chart of Cascade Financial 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 Cascade Financial 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 Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $886k | 34k | 26.34 |
| 2025-06-30 | $822k | 34k | 24.44 |
| 2025-03-31 | $743k | 34k | 22.08 |
| 2024-12-31 | $766k | 33k | 23.18 |
| 2024-09-30 | $746k | 32k | 23.01 |
| 2024-06-30 | $714k | 11k | 64.25 |
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