Schwab Strategic Tr us lrg cap etf shares owned by Horst & Graben Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Horst & Graben Wealth Management
from 13F filings
Historical chart of Horst & Graben Wealth Management 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 Horst & Graben Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $910k | 34k | 26.91 |
| 2025-09-30 | $891k | 34k | 26.34 |
| 2025-06-30 | $827k | 34k | 24.44 |
| 2025-03-31 | $747k | 34k | 22.08 |
| 2024-12-31 | $785k | 34k | 23.18 |
| 2024-09-30 | $766k | 11k | 67.85 |
| 2024-06-30 | $725k | 11k | 64.25 |
| 2024-03-31 | $484k | 7.8k | 62.06 |
| 2023-12-31 | $439k | 7.8k | 56.40 |
| 2023-09-30 | $414k | 8.2k | 50.60 |
| 2023-06-30 | $428k | 8.2k | 52.33 |
| 2023-03-31 | $405k | 8.4k | 48.34 |
| 2022-12-31 | $377k | 8.4k | 45.12 |
| 2022-09-30 | $333k | 7.9k | 42.36 |
| 2022-06-30 | $319k | 7.1k | 44.72 |
| 2022-03-31 | $308k | 5.7k | 53.89 |
| 2021-12-31 | $325k | 2.9k | 113.72 |
| 2021-09-30 | $296k | 2.8k | 103.93 |
| 2021-06-30 | $351k | 3.4k | 104.00 |
| 2021-03-31 | $272k | 2.8k | 96.11 |
| 2020-12-31 | $263k | 2.9k | 90.88 |
| 2020-09-30 | $233k | 2.9k | 80.76 |
| 2020-06-30 | $218k | 2.9k | 74.23 |
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