Schwab Strategic Tr us lrg cap etf shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Gerber Kawasaki Wealth & Investment Management
from 13F filings
Historical chart of Gerber Kawasaki Wealth & Investment 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 Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Gerber Kawasaki Wealth & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 19k | 26.34 |
| 2025-06-30 | $396k | 16k | 24.44 |
| 2025-03-31 | $891k | 40k | 22.08 |
| 2024-12-31 | $724k | 31k | 23.18 |
| 2024-09-30 | $794k | 12k | 67.85 |
| 2024-06-30 | $753k | 12k | 64.25 |
| 2024-03-31 | $723k | 12k | 62.06 |
| 2021-09-30 | $29k | 282 | 102.84 |
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