Schwab Strategic Tr us lrg cap etf shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN 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 Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $799k | 30k | 26.34 |
| 2025-06-30 | $744k | 30k | 24.44 |
| 2025-03-31 | $651k | 30k | 22.08 |
| 2024-12-31 | $698k | 30k | 23.18 |
| 2024-09-30 | $2.0M | 30k | 67.85 |
| 2024-06-30 | $2.0M | 31k | 64.25 |
| 2024-03-31 | $2.0M | 32k | 62.06 |
| 2023-12-31 | $1.8M | 32k | 56.40 |
| 2023-09-30 | $1.6M | 33k | 50.60 |
| 2023-06-30 | $1.7M | 32k | 52.37 |
| 2023-03-31 | $0 | 32k | 0.00 |
| 2022-12-31 | $1.6M | 32k | 48.90 |
| 2022-03-31 | $1.1M | 23k | 49.00 |
| 2021-12-31 | $1.2M | 11k | 107.29 |
| 2021-09-30 | $1.3M | 11k | 112.60 |
| 2021-06-30 | $1.3M | 12k | 107.60 |
| 2021-03-31 | $1.2M | 12k | 100.72 |
| 2020-12-31 | $1.1M | 12k | 94.33 |
| 2020-09-30 | $1.0M | 12k | 85.09 |
| 2020-06-30 | $1.1M | 13k | 81.02 |
| 2020-03-31 | $995k | 15k | 68.01 |
| 2019-12-31 | $1.3M | 16k | 80.72 |
| 2019-09-30 | $1.2M | 17k | 73.89 |
| 2019-06-30 | $1.2M | 17k | 69.91 |
| 2019-03-31 | $555k | 8.1k | 68.14 |
| 2018-12-31 | $492k | 7.4k | 66.37 |
| 2018-09-30 | $507k | 8.0k | 63.13 |
| 2018-06-30 | $296k | 4.6k | 64.93 |
| 2015-06-30 | $41k | 833 | 49.22 |
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