Schwab Strategic Tr us lrg cap etf shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network 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 Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $241k | 10k | 23.18 |
| 2024-09-30 | $301k | 4.4k | 67.85 |
| 2024-06-30 | $311k | 4.8k | 64.25 |
| 2024-03-31 | $334k | 5.4k | 62.06 |
| 2023-12-31 | $467k | 8.3k | 56.40 |
| 2023-09-30 | $438k | 8.7k | 50.60 |
| 2023-06-30 | $485k | 9.3k | 52.37 |
| 2023-03-31 | $325k | 6.7k | 48.37 |
| 2022-12-31 | $409k | 9.1k | 45.15 |
| 2022-09-30 | $404k | 9.5k | 42.33 |
| 2022-06-30 | $417k | 9.3k | 44.66 |
| 2022-03-31 | $444k | 8.2k | 53.84 |
| 2021-12-31 | $482k | 4.2k | 113.71 |
| 2021-09-30 | $479k | 4.3k | 112.55 |
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