Cassaday & Co Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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