Schwab Strategic Tr us lrg cap etf shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company 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 D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 1.2M | 26.34 |
| 2025-06-30 | $28M | 1.1M | 24.44 |
| 2025-03-31 | $26M | 1.2M | 22.08 |
| 2024-12-31 | $26M | 1.1M | 23.18 |
| 2024-09-30 | $25M | 375k | 67.85 |
| 2024-06-30 | $24M | 370k | 64.25 |
| 2024-03-31 | $22M | 357k | 62.06 |
| 2023-12-31 | $18M | 316k | 56.40 |
| 2023-09-30 | $16M | 312k | 50.60 |
| 2023-06-30 | $16M | 313k | 52.37 |
| 2023-03-31 | $15M | 304k | 48.37 |
| 2022-12-31 | $14M | 312k | 45.15 |
| 2022-09-30 | $15M | 342k | 42.35 |
| 2022-06-30 | $16M | 347k | 44.66 |
| 2022-03-31 | $19M | 348k | 53.85 |
| 2021-12-31 | $20M | 174k | 113.82 |
| 2021-09-30 | $18M | 172k | 104.03 |
| 2021-06-30 | $19M | 186k | 103.97 |
| 2021-03-31 | $18M | 183k | 96.03 |
| 2020-12-31 | $16M | 181k | 90.95 |
| 2020-09-30 | $16M | 202k | 80.63 |
| 2020-06-30 | $15M | 200k | 74.10 |
| 2020-03-31 | $13M | 206k | 61.25 |
| 2019-12-31 | $16M | 204k | 76.81 |
| 2019-09-30 | $14M | 204k | 70.93 |
| 2019-06-30 | $14M | 202k | 70.19 |
| 2019-03-31 | $14M | 204k | 67.61 |
| 2018-12-31 | $11M | 160k | 69.56 |
| 2018-09-30 | $11M | 160k | 69.56 |
| 2018-06-30 | $8.5M | 131k | 64.99 |
| 2018-03-31 | $6.0M | 95k | 63.08 |
| 2017-12-31 | $5.2M | 81k | 63.78 |
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