Schwab Strategic Tr us lrg cap etf shares owned by Iwamoto Kong & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Iwamoto Kong & Co
from 13F filings
Historical chart of Iwamoto Kong & Co 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 Iwamoto Kong & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $169M | 6.4M | 26.34 |
| 2025-06-30 | $152M | 6.2M | 24.44 |
| 2025-03-31 | $135M | 6.1M | 22.08 |
| 2024-12-31 | $136M | 5.9M | 23.18 |
| 2024-09-30 | $132M | 1.9M | 67.85 |
| 2024-06-30 | $129M | 2.0M | 64.25 |
| 2024-03-31 | $127M | 2.0M | 62.06 |
| 2023-12-31 | $108M | 1.9M | 56.40 |
| 2023-09-30 | $90M | 1.8M | 50.60 |
| 2023-06-30 | $90M | 1.7M | 52.37 |
| 2023-03-31 | $77M | 1.6M | 48.37 |
| 2022-12-31 | $74M | 1.6M | 45.15 |
| 2022-09-30 | $57M | 1.3M | 42.35 |
| 2022-06-30 | $62M | 1.4M | 44.66 |
| 2022-03-31 | $81M | 1.5M | 53.85 |
| 2021-12-31 | $98M | 860k | 113.82 |
| 2021-09-30 | $89M | 856k | 104.03 |
| 2021-06-30 | $74M | 712k | 103.97 |
| 2021-03-31 | $63M | 660k | 96.03 |
| 2020-12-31 | $63M | 697k | 90.95 |
| 2020-09-30 | $59M | 735k | 80.63 |
| 2020-06-30 | $44M | 599k | 74.10 |
| 2020-03-31 | $40M | 653k | 61.25 |
| 2019-12-31 | $108M | 1.4M | 76.81 |
| 2019-09-30 | $100M | 1.4M | 70.93 |
| 2019-06-30 | $3.5M | 50k | 70.20 |
| 2019-03-31 | $75M | 1.1M | 67.61 |
| 2018-12-31 | $51M | 861k | 59.70 |
| 2018-09-30 | $86M | 1.2M | 69.56 |
| 2018-06-30 | $70M | 1.1M | 64.99 |
| 2018-03-31 | $65M | 1.0M | 63.08 |
| 2017-12-31 | $66M | 1.0M | 63.78 |
| 2017-09-30 | $59M | 983k | 60.04 |
| 2017-06-30 | $54M | 931k | 57.77 |
| 2017-03-31 | $47M | 834k | 56.27 |
| 2016-12-31 | $43M | 801k | 53.26 |
| 2016-09-30 | $6.4M | 124k | 51.62 |
| 2016-06-30 | $35k | 712 | 49.16 |
| 2016-03-31 | $35k | 710 | 49.30 |
| 2015-12-31 | $34k | 708 | 48.02 |
| 2015-09-30 | $33k | 726 | 45.45 |
| 2015-06-30 | $60k | 1.2k | 49.02 |
| 2015-03-31 | $70k | 1.4k | 49.65 |
| 2014-12-31 | $79k | 1.6k | 49.16 |
| 2014-09-30 | $75k | 1.6k | 46.76 |
| 2014-06-30 | $75k | 1.6k | 46.88 |
| 2014-03-31 | $76k | 1.7k | 44.92 |
| 2013-12-31 | $75k | 1.7k | 44.04 |
| 2013-09-30 | $75k | 1.9k | 40.15 |
| 2013-06-30 | $87k | 2.3k | 38.17 |
| 2013-03-31 | $768k | 21k | 37.35 |
| 2012-12-31 | $388k | 11k | 33.90 |
| 2012-09-30 | $39k | 1.1k | 34.19 |
| 2012-06-30 | $47k | 1.5k | 32.31 |
| 2012-03-31 | $1.0k | 15 | 66.67 |
| 2011-12-31 | $0 | 15 | 0.00 |
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