Schwab Strategic Tr us lrg cap etf shares owned by HB Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth 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 HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by HB Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $64M | 1.1M | 56.40 |
2023-09-30 | $58M | 1.1M | 50.60 |
2023-06-30 | $60M | 1.1M | 52.37 |
2023-03-31 | $53M | 1.1M | 48.37 |
2022-12-31 | $50M | 1.1M | 45.15 |
2022-09-30 | $45M | 1.1M | 42.35 |
2022-06-30 | $48M | 1.1M | 44.66 |
2022-03-31 | $23M | 430k | 53.85 |
2021-12-31 | $23M | 206k | 113.82 |
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