Schwab Strategic Tr us lrg cap etf shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $446k | 6.6k | 67.85 |
| 2024-06-30 | $422k | 6.6k | 64.25 |
| 2024-03-31 | $408k | 6.6k | 62.06 |
| 2023-12-31 | $436k | 7.7k | 56.40 |
| 2023-09-30 | $393k | 7.8k | 50.60 |
| 2023-06-30 | $407k | 7.8k | 52.37 |
| 2023-03-31 | $376k | 7.8k | 48.37 |
| 2022-12-31 | $351k | 7.8k | 45.15 |
| 2022-09-30 | $321k | 7.6k | 42.37 |
| 2022-03-31 | $218k | 4.1k | 53.83 |
| 2021-12-31 | $286k | 2.5k | 113.63 |
| 2021-09-30 | $262k | 2.5k | 104.09 |
| 2021-06-30 | $265k | 2.6k | 103.92 |
| 2021-03-31 | $245k | 2.6k | 96.08 |
| 2020-12-31 | $246k | 2.7k | 90.81 |
| 2020-09-30 | $231k | 2.9k | 80.77 |
| 2020-06-30 | $212k | 2.9k | 74.13 |
| 2019-12-31 | $405k | 5.3k | 76.88 |
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