Schwab Strategic Tr us lrg cap etf shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services 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 Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $412k | 7.3k | 56.40 |
| 2023-09-30 | $376k | 7.4k | 50.60 |
| 2023-06-30 | $440k | 8.4k | 52.37 |
| 2023-03-31 | $409k | 8.5k | 48.37 |
| 2022-12-31 | $456k | 10k | 45.15 |
| 2022-09-30 | $283k | 6.7k | 42.24 |
| 2022-06-30 | $299k | 6.7k | 44.63 |
| 2022-03-31 | $360k | 6.7k | 53.73 |
| 2021-12-31 | $381k | 3.4k | 113.73 |
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