Schwab Strategic Tr us lrg cap etf shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners 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 Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $156k | 5.9k | 26.25 |
| 2025-06-30 | $145k | 5.9k | 24.40 |
| 2025-03-31 | $131k | 5.9k | 22.04 |
| 2024-12-31 | $137k | 5.9k | 23.05 |
| 2024-09-30 | $134k | 2.0k | 67.64 |
| 2024-06-30 | $45k | 701 | 64.19 |
| 2024-03-31 | $43k | 701 | 61.34 |
| 2023-12-31 | $39k | 701 | 55.63 |
| 2023-09-30 | $35k | 701 | 49.93 |
| 2023-06-30 | $36k | 701 | 51.36 |
| 2023-03-31 | $33k | 701 | 47.08 |
| 2022-12-31 | $31k | 701 | 44.22 |
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