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Schwab Strategic Tr us lrg cap etf shares owned by Claro Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Claro Advisors from 13F filings

Historical chart of Claro Advisors 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 Claro Advisors 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $684k 30k 23.18
2024-09-30 $201k 3.0k 66.52
2024-06-30 $861k 13k 64.25
2024-03-31 $850k 14k 62.06
2023-12-31 $771k 14k 56.40
2023-09-30 $433k 8.6k 50.60
2023-06-30 $491k 9.4k 52.37
2023-03-31 $421k 8.7k 48.37
2022-12-31 $506k 11k 45.13
2022-09-30 $440k 9.9k 44.65
2022-06-30 $440k 9.9k 44.65
2022-03-31 $734k 6.5k 113.78
2021-12-31 $734k 6.5k 113.78
2021-09-30 $364k 3.5k 103.97