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Schwab Strategic Tr us lrg cap etf shares owned by Elmwood Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Elmwood Wealth Management from 13F filings

Historical chart of Elmwood Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Elmwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 56k 67.85
2024-06-30 $2.8M 43k 64.25
2024-03-31 $2.6M 42k 62.06
2023-12-31 $902k 16k 56.40
2023-09-30 $1.9M 38k 50.60
2023-06-30 $2.0M 39k 52.37
2023-03-31 $2.1M 43k 48.37
2022-12-31 $2.1M 48k 45.15
2022-09-30 $2.1M 49k 42.36
2022-06-30 $2.3M 52k 44.67
2022-03-31 $2.8M 53k 53.85
2021-12-31 $3.1M 27k 113.83
2021-06-30 $2.9M 28k 103.98
2021-03-31 $2.7M 28k 96.02
2020-09-30 $2.1M 29k 74.11
2020-06-30 $2.1M 29k 74.11
2020-03-31 $2.9M 46k 63.08
2019-12-31 $2.5M 33k 76.81
2019-09-30 $2.3M 33k 70.94
2019-06-30 $2.3M 33k 70.20
2019-03-31 $2.3M 35k 67.61
2018-12-31 $2.9M 49k 59.70
2018-09-30 $3.2M 46k 69.56
2018-06-30 $2.9M 45k 64.99
2018-03-31 $2.9M 46k 63.08