Schwab Strategic Tr us lrg cap etf shares owned by Grant/GrossMendelsohn
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Grant/GrossMendelsohn
from 13F filings
Historical chart of Grant/GrossMendelsohn 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 Grant/GrossMendelsohn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 36k | 67.85 |
| 2024-06-30 | $2.1M | 33k | 64.46 |
| 2024-03-31 | $2.0M | 32k | 61.64 |
| 2023-12-31 | $1.5M | 26k | 57.78 |
| 2023-09-30 | $978k | 19k | 50.60 |
| 2023-06-30 | $960k | 18k | 52.40 |
| 2023-03-31 | $950k | 20k | 48.35 |
| 2022-12-31 | $920k | 20k | 45.77 |
| 2022-09-30 | $882k | 19k | 45.50 |
| 2022-06-30 | $1.1M | 24k | 45.10 |
| 2022-03-31 | $1.4M | 26k | 52.98 |
| 2021-12-31 | $1.3M | 11k | 112.30 |
| 2021-09-30 | $1.1M | 9.8k | 110.46 |
| 2021-06-30 | $769k | 7.4k | 104.47 |
| 2021-03-31 | $576k | 5.7k | 101.18 |
| 2020-12-31 | $250k | 2.7k | 92.29 |
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