Schwab Strategic Tr us lrg cap etf shares owned by Gratus Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Gratus Capital
from 13F filings
Historical chart of Gratus Capital 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 Gratus Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $267k | 4.2k | 64.25 |
| 2024-03-31 | $258k | 4.2k | 62.06 |
| 2023-12-31 | $346k | 6.1k | 56.40 |
| 2022-09-30 | $297k | 7.0k | 42.40 |
| 2022-03-31 | $352k | 6.5k | 53.90 |
| 2021-12-31 | $324k | 2.8k | 113.72 |
| 2021-09-30 | $256k | 2.5k | 104.15 |
| 2021-06-30 | $255k | 2.5k | 103.83 |
| 2020-06-30 | $17M | 223k | 74.10 |
| 2020-03-31 | $246k | 4.0k | 61.35 |
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