Schwab Strategic Tr us lrg cap etf shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth 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 Flagship Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $385k | 5.7k | 67.85 |
2024-06-30 | $365k | 5.7k | 64.25 |
2024-03-31 | $379k | 6.1k | 62.06 |
2023-12-31 | $385k | 6.8k | 56.40 |
2023-09-30 | $345k | 6.8k | 50.60 |
2023-06-30 | $358k | 6.8k | 52.37 |
2023-03-31 | $330k | 6.8k | 48.37 |
2022-12-31 | $308k | 6.8k | 45.15 |
2022-09-30 | $289k | 6.8k | 42.33 |
2022-06-30 | $305k | 6.8k | 44.68 |
2022-03-31 | $368k | 6.8k | 53.90 |
2021-12-31 | $389k | 3.4k | 113.98 |
2021-09-30 | $382k | 3.7k | 104.12 |
2021-06-30 | $387k | 3.7k | 105.45 |
2021-03-31 | $362k | 3.7k | 98.56 |
2020-12-31 | $334k | 3.7k | 91.10 |
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