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Forum Financial Management »

Schwab Strategic Tr us lrg cap etf shares owned by Forum Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$639k	25k	25.64
2025-12-31	$478k	18k	26.91
2025-09-30	$469k	18k	26.34
2025-06-30	$433k	18k	24.44
2025-03-31	$386k	18k	22.08

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View all positions for Forum Financial Management

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