Schwab Strategic Tr us lrg cap etf shares owned by Financial Consulate
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate 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 Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $84M | 1.2M | 67.85 |
| 2024-06-30 | $75M | 1.2M | 64.25 |
| 2024-03-31 | $72M | 1.2M | 62.06 |
| 2023-12-31 | $63M | 1.1M | 56.40 |
| 2023-09-30 | $46M | 900k | 50.60 |
| 2023-06-30 | $47M | 892k | 52.37 |
| 2023-03-31 | $41M | 853k | 48.37 |
| 2022-12-31 | $32M | 697k | 45.15 |
| 2022-09-30 | $30M | 703k | 42.35 |
| 2022-06-30 | $25M | 556k | 44.66 |
| 2022-03-31 | $28M | 511k | 53.85 |
| 2021-12-31 | $27M | 233k | 113.82 |
| 2021-09-30 | $23M | 220k | 104.03 |
| 2021-06-30 | $22M | 211k | 103.97 |
| 2021-03-31 | $19M | 201k | 96.03 |
| 2020-12-31 | $18M | 193k | 90.95 |
| 2020-09-30 | $15M | 189k | 80.63 |
| 2020-06-30 | $14M | 185k | 74.10 |
| 2020-03-31 | $12M | 199k | 61.25 |
| 2019-12-31 | $33M | 428k | 76.81 |
| 2019-09-30 | $21M | 290k | 70.93 |
| 2019-06-30 | $20M | 287k | 70.19 |
| 2019-03-31 | $5.9M | 87k | 67.61 |
| 2018-12-31 | $6.8M | 114k | 59.70 |
| 2018-09-30 | $4.0M | 57k | 69.55 |
| 2018-06-30 | $16M | 251k | 64.99 |
| 2018-03-31 | $15M | 241k | 63.08 |
| 2017-12-31 | $15M | 230k | 63.78 |
| 2017-09-30 | $13M | 214k | 60.04 |
| 2017-06-30 | $18M | 304k | 57.77 |
| 2017-03-31 | $16M | 287k | 56.27 |
| 2016-12-31 | $16M | 291k | 53.26 |
| 2016-09-30 | $16M | 302k | 51.62 |
| 2016-06-30 | $18M | 353k | 49.77 |
| 2016-03-31 | $17M | 348k | 48.84 |
| 2015-12-31 | $16M | 325k | 48.57 |
| 2015-09-30 | $14M | 313k | 45.76 |
| 2015-06-30 | $20M | 399k | 49.31 |
| 2014-12-31 | $22M | 447k | 49.05 |
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