Schwab Strategic Tr us lrg cap etf shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 41k | 26.34 |
| 2025-06-30 | $997k | 41k | 24.44 |
| 2025-03-31 | $891k | 40k | 22.08 |
| 2024-12-31 | $1.3M | 57k | 23.18 |
| 2024-09-30 | $637k | 9.4k | 67.85 |
| 2024-06-30 | $603k | 9.4k | 64.25 |
| 2024-03-31 | $615k | 9.9k | 62.06 |
| 2023-12-31 | $655k | 12k | 56.40 |
| 2023-09-30 | $461k | 9.1k | 50.60 |
| 2023-06-30 | $478k | 9.1k | 52.37 |
| 2023-03-31 | $441k | 9.1k | 48.37 |
| 2022-12-31 | $414k | 9.2k | 45.15 |
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