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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap etf held by Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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