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Schwab Strategic Tr us lrg cap etf shares owned by Consilium Wealth Advisory

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

Historical chart of Consilium Wealth Advisory 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 Consilium Wealth Advisory 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 Consilium Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 117k 67.85
2024-06-30 $7.5M 117k 64.25
2024-03-31 $7.4M 120k 62.06
2023-12-31 $6.6M 118k 56.40
2023-09-30 $5.7M 113k 50.60
2023-06-30 $6.6M 127k 52.37
2023-03-31 $6.5M 135k 48.37
2022-12-31 $11M 237k 45.15
2022-09-30 $5.0M 118k 42.35
2022-06-30 $4.3M 97k 44.67
2022-03-31 $8.9M 166k 53.85
2021-12-31 $13M 116k 113.82