Schwab Strategic Tr us lrg cap etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $33M | 1.4M | 24.44 |
| 2025-03-31 | $30M | 1.4M | 22.09 |
| 2024-12-31 | $32M | 1.4M | 23.18 |
| 2024-09-30 | $31M | 453k | 67.85 |
| 2024-03-31 | $30M | 476k | 62.06 |
| 2023-12-31 | $27M | 481k | 56.40 |
| 2023-09-30 | $25M | 487k | 50.60 |
| 2023-06-30 | $30M | 573k | 52.37 |
| 2023-03-31 | $29M | 604k | 48.37 |
| 2022-12-31 | $26M | 583k | 45.15 |
| 2022-09-30 | $26M | 607k | 42.35 |
| 2022-06-30 | $27M | 601k | 44.66 |
| 2022-03-31 | $30M | 561k | 53.85 |
| 2021-12-31 | $43M | 382k | 113.82 |
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