Schwab Strategic Tr us lrg cap etf shares owned by Global Wealth Strategies & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Global Wealth Strategies & Associates
from 13F filings
Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Global Wealth Strategies & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 15k | 26.34 |
| 2025-06-30 | $255k | 10k | 24.44 |
| 2025-03-31 | $233k | 11k | 22.08 |
| 2024-12-31 | $242k | 10k | 23.18 |
| 2024-09-30 | $236k | 3.5k | 67.85 |
| 2024-06-30 | $224k | 3.5k | 64.25 |
| 2024-03-31 | $216k | 3.5k | 62.06 |
| 2023-12-31 | $197k | 3.5k | 56.40 |
| 2023-09-30 | $176k | 3.5k | 50.60 |
| 2023-06-30 | $189k | 3.6k | 52.37 |
| 2023-03-31 | $58k | 1.2k | 48.36 |
| 2022-12-31 | $53k | 1.2k | 45.16 |
More positions owned by Global Wealth Strategies & Associates
View all positions for Global Wealth Strategies & Associates
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf