Schwab Strategic Tr us lrg cap etf shares owned by Cooper/haims Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Cooper/haims Advisors
from 13F filings
Historical chart of Cooper/haims Advisors investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Cooper/haims Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $10M | 151k | 67.85 |
2024-06-30 | $9.8M | 153k | 64.25 |
2024-03-31 | $11M | 169k | 62.06 |
2023-09-30 | $8.0M | 157k | 50.60 |
2023-06-30 | $8.9M | 170k | 52.37 |
2023-03-31 | $8.6M | 177k | 48.37 |
2022-12-31 | $9.3M | 207k | 45.15 |
2022-09-30 | $8.2M | 194k | 42.35 |
2022-06-30 | $9.1M | 204k | 44.66 |
2022-03-31 | $11M | 202k | 53.85 |
2021-12-31 | $13M | 116k | 113.82 |
2021-09-30 | $14M | 130k | 104.03 |
2021-06-30 | $15M | 146k | 103.97 |
2021-03-31 | $16M | 168k | 96.03 |
2020-12-31 | $18M | 203k | 90.95 |
2020-09-30 | $21M | 254k | 80.63 |
2020-06-30 | $25M | 336k | 74.10 |
2020-03-31 | $27M | 439k | 61.25 |
2019-12-31 | $52M | 677k | 76.81 |
2019-09-30 | $43M | 599k | 70.93 |
2019-06-30 | $40M | 566k | 70.19 |
2019-03-31 | $35M | 512k | 67.61 |
2018-12-31 | $27M | 454k | 59.70 |
2018-09-30 | $21M | 303k | 69.56 |
2018-06-30 | $14M | 220k | 64.99 |
2018-03-31 | $6.7M | 107k | 63.08 |
2017-12-31 | $5.5M | 87k | 63.78 |
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