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Schwab Strategic Tr us lrg cap etf shares owned by Family Investment Center

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Family Investment Center from 13F filings

Historical chart of Family Investment Center 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 Family Investment Center 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 Family Investment Center

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 11k 26.34
2025-06-30 $306k 13k 24.44
2025-03-31 $325k 15k 22.08
2024-12-31 $289k 13k 23.18
2024-09-30 $282k 4.2k 67.85
2024-06-30 $267k 4.1k 64.24
2024-03-31 $257k 4.1k 62.06
2023-12-31 $234k 4.1k 56.40