Schwab Strategic Tr us lrg cap etf shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory 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 GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 14k | 26.34 |
| 2025-06-30 | $345k | 14k | 24.44 |
| 2025-03-31 | $311k | 14k | 22.08 |
| 2024-12-31 | $355k | 15k | 23.18 |
| 2024-09-30 | $346k | 5.1k | 67.85 |
| 2024-06-30 | $328k | 5.1k | 64.25 |
| 2024-03-31 | $441k | 7.1k | 62.06 |
| 2023-12-31 | $400k | 7.1k | 56.40 |
| 2023-09-30 | $518k | 10k | 50.60 |
| 2023-06-30 | $608k | 12k | 52.37 |
| 2023-03-31 | $18k | 374 | 48.37 |
| 2022-09-30 | $16k | 370 | 43.24 |
| 2022-06-30 | $43k | 960 | 44.79 |
| 2022-03-31 | $57k | 1.1k | 53.98 |
| 2020-12-31 | $2.0k | 17 | 117.65 |
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