Schwab Strategic Tr us lrg cap etf shares owned by Diversified Investment Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Diversified Investment Strategies
from 13F filings
Historical chart of Diversified Investment Strategies 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 Diversified Investment Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $332k | 12k | 26.91 |
| 2025-09-30 | $324k | 12k | 26.34 |
| 2025-06-30 | $319k | 13k | 24.44 |
| 2025-03-31 | $308k | 14k | 22.08 |
| 2024-12-31 | $353k | 15k | 23.18 |
| 2024-09-30 | $357k | 5.3k | 67.85 |
| 2024-06-30 | $342k | 5.3k | 64.25 |
| 2024-03-31 | $311k | 5.0k | 62.06 |
| 2023-12-31 | $285k | 5.1k | 56.40 |
| 2023-09-30 | $279k | 5.5k | 50.60 |
| 2023-06-30 | $293k | 5.6k | 52.37 |
| 2023-03-31 | $278k | 5.7k | 48.37 |
| 2011-03-31 | $230k | 7.3k | 31.62 |
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