Schwab Strategic Tr us lrg cap etf shares owned by Financial Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Financial Advisory
from 13F filings
Historical chart of Financial Advisory 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 Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 180k | 62.06 |
| 2023-09-30 | $9.9M | 195k | 50.60 |
| 2023-06-30 | $11M | 211k | 52.37 |
| 2023-03-31 | $11M | 222k | 48.37 |
| 2022-12-31 | $8.4M | 185k | 45.15 |
| 2022-09-30 | $3.8M | 90k | 42.35 |
| 2022-06-30 | $2.7M | 61k | 44.65 |
| 2022-03-31 | $2.8M | 53k | 53.85 |
| 2021-12-31 | $3.0M | 27k | 113.81 |
| 2021-09-30 | $2.8M | 27k | 104.05 |
| 2021-06-30 | $2.8M | 27k | 103.97 |
| 2021-03-31 | $2.6M | 27k | 96.03 |
| 2020-12-31 | $2.5M | 28k | 90.94 |
| 2020-09-30 | $2.2M | 28k | 80.63 |
| 2020-06-30 | $2.1M | 28k | 74.12 |
| 2020-03-31 | $1.2M | 19k | 61.25 |
| 2019-12-31 | $1.5M | 19k | 76.81 |
| 2019-09-30 | $1.3M | 19k | 70.91 |
| 2019-06-30 | $1.3M | 18k | 71.31 |
| 2019-03-31 | $1.2M | 17k | 67.60 |
| 2018-12-31 | $883k | 15k | 59.70 |
| 2018-09-30 | $602k | 8.7k | 69.60 |
| 2018-06-30 | $631k | 9.7k | 64.95 |
| 2018-03-31 | $479k | 7.6k | 63.03 |
| 2017-12-31 | $456k | 7.1k | 63.79 |
| 2017-09-30 | $460k | 7.7k | 60.06 |
| 2017-06-30 | $443k | 7.7k | 57.77 |
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