Schwab Strategic Tr us lrg cap etf shares owned by Geller Family Office Services
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Geller Family Office Services
from 13F filings
Historical chart of Geller Family Office Services 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 Geller Family Office Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 22k | 67.85 |
| 2024-06-30 | $1.5M | 23k | 64.46 |
| 2024-03-31 | $1.5M | 23k | 62.06 |
| 2023-12-31 | $1.3M | 23k | 56.40 |
| 2023-09-30 | $1.2M | 23k | 50.60 |
| 2023-06-30 | $1.2M | 23k | 52.37 |
| 2023-03-31 | $340k | 7.0k | 48.37 |
| 2022-12-31 | $317k | 7.0k | 45.15 |
| 2022-09-30 | $298k | 7.0k | 42.39 |
| 2022-06-30 | $261k | 5.9k | 44.62 |
| 2022-03-31 | $315k | 5.9k | 53.85 |
| 2021-12-31 | $333k | 2.9k | 113.85 |
| 2021-06-30 | $918k | 8.8k | 103.94 |
| 2021-03-31 | $846k | 8.8k | 96.08 |
| 2020-12-31 | $798k | 8.7k | 91.27 |
| 2020-09-30 | $705k | 8.7k | 80.65 |
| 2020-06-30 | $644k | 8.7k | 74.11 |
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