Schwab Strategic Tr us lrg cap etf shares owned by CWM
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by CWM
from 13F filings
Historical chart of CWM 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 CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 326k | 62.06 |
| 2023-12-31 | $20M | 353k | 56.40 |
| 2023-09-30 | $17M | 335k | 50.60 |
| 2023-06-30 | $17M | 326k | 52.37 |
| 2023-03-31 | $7.9M | 163k | 48.37 |
| 2022-12-31 | $1.8M | 40k | 45.15 |
| 2022-09-30 | $1.5M | 36k | 42.36 |
| 2022-06-30 | $2.4M | 54k | 44.66 |
| 2022-03-31 | $354k | 6.6k | 53.90 |
| 2021-12-31 | $394k | 3.5k | 113.87 |
| 2021-06-30 | $528k | 5.1k | 104.02 |
| 2021-03-31 | $528k | 5.1k | 104.02 |
| 2020-12-31 | $528k | 5.1k | 104.02 |
| 2020-09-30 | $528k | 5.1k | 104.02 |
| 2020-06-30 | $528k | 5.1k | 104.02 |
| 2020-03-31 | $66k | 1.1k | 60.94 |
| 2019-12-31 | $528k | 5.1k | 104.02 |
| 2019-09-30 | $528k | 5.1k | 104.02 |
| 2019-06-30 | $63k | 897 | 70.23 |
| 2019-03-31 | $528k | 5.1k | 104.02 |
| 2018-12-31 | $75k | 1.2k | 60.10 |
| 2018-09-30 | $320k | 4.6k | 69.66 |
| 2018-06-30 | $55k | 840 | 65.48 |
| 2018-03-31 | $17k | 275 | 61.82 |
| 2017-12-31 | $18k | 275 | 65.45 |
| 2017-09-30 | $17k | 275 | 61.82 |
| 2017-06-30 | $68k | 1.2k | 58.07 |
| 2017-03-31 | $66k | 1.2k | 56.36 |
| 2016-12-31 | $74k | 1.4k | 53.39 |
| 2016-09-30 | $72k | 1.4k | 51.95 |
| 2016-06-30 | $14k | 275 | 50.91 |
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