Schwab Strategic Tr us lrg cap etf shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group 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 Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $692k | 12k | 56.41 |
| 2023-09-30 | $644k | 13k | 50.59 |
| 2023-06-30 | $667k | 13k | 52.39 |
| 2023-03-31 | $616k | 13k | 48.39 |
| 2022-12-31 | $575k | 13k | 45.17 |
| 2022-09-30 | $557k | 13k | 42.34 |
| 2022-06-30 | $588k | 13k | 44.69 |
| 2022-03-31 | $708k | 13k | 53.82 |
| 2021-12-31 | $727k | 6.4k | 113.90 |
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf