Schwab Strategic Tr us lrg cap etf shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark 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 HighMark 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 HighMark Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $35k | 568 | 62.01 |
2023-12-31 | $32k | 566 | 56.38 |
2023-09-30 | $29k | 563 | 50.64 |
2023-06-30 | $29k | 561 | 52.40 |
2023-03-31 | $27k | 559 | 48.40 |
2022-12-31 | $25k | 557 | 45.16 |
2022-09-30 | $23k | 555 | 41.44 |
2022-06-30 | $25k | 552 | 45.29 |
2022-03-31 | $30k | 550 | 54.55 |
2021-12-31 | $31k | 274 | 113.14 |
2021-09-30 | $28k | 273 | 102.56 |
2021-06-30 | $28k | 272 | 102.94 |
2021-03-31 | $26k | 271 | 95.94 |
2020-12-31 | $25k | 271 | 92.25 |
2020-09-30 | $22k | 270 | 81.48 |
2020-06-30 | $20k | 268 | 74.63 |
2020-03-31 | $16k | 267 | 61.19 |
2019-12-31 | $20k | 265 | 75.47 |
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