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Schwab Strategic Tr us lrg cap etf shares owned by IHT Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by IHT Wealth Management from 13F filings

Historical chart of IHT 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 IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 475k 26.34
2025-06-30 $11M 435k 24.44
2025-03-31 $1.1M 51k 22.08
2024-12-31 $1.4M 62k 23.18
2024-09-30 $2.0M 30k 67.08
2024-06-30 $1.5M 23k 64.24
2024-03-31 $1.3M 22k 62.06
2023-12-31 $949k 17k 56.40
2023-09-30 $833k 17k 50.60
2023-06-30 $858k 16k 52.37
2023-03-31 $820k 17k 48.37
2022-12-31 $790k 18k 45.15
2022-09-30 $727k 17k 42.35
2022-06-30 $576k 13k 44.65
2022-03-31 $662k 12k 53.81
2021-12-31 $707k 6.2k 113.78
2021-09-30 $645k 6.2k 104.12
2021-06-30 $989k 9.5k 103.93
2021-03-31 $840k 8.7k 96.03
2020-12-31 $633k 7.0k 91.00
2020-09-30 $327k 4.1k 80.60
2020-06-30 $215k 2.9k 74.16
2019-12-31 $209k 2.7k 76.75
2018-06-30 $252k 3.9k 65.00
2018-03-31 $13k 217 59.91
2017-12-31 $14k 217 64.52
2017-09-30 $13k 217 59.91
2017-06-30 $227k 909 249.72
2017-03-31 $51k 909 56.11
2016-12-31 $1.0k 10 100.00