HighMark Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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