Schwab Strategic Tr us lrg cap etf shares owned by John W. Brooker & Co., CPAs
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by John W. Brooker & Co., CPAs
from 13F filings
Historical chart of John W. Brooker & Co., CPAs 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 John W. Brooker & Co., CPAs
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $677k | 25k | 26.91 |
| 2025-09-30 | $1.0M | 39k | 26.34 |
| 2025-06-30 | $747k | 30k | 24.78 |
| 2025-03-31 | $3.9M | 177k | 22.08 |
| 2024-12-31 | $3.9M | 166k | 23.18 |
| 2024-09-30 | $3.4M | 51k | 67.85 |
| 2024-06-30 | $2.9M | 44k | 64.25 |
| 2024-03-31 | $2.7M | 43k | 62.06 |
| 2023-12-31 | $2.2M | 40k | 56.40 |
| 2023-09-30 | $1.8M | 36k | 50.60 |
| 2023-06-30 | $1.8M | 34k | 52.37 |
| 2023-03-31 | $1.6M | 34k | 48.76 |
| 2022-12-31 | $1.7M | 37k | 45.15 |
| 2022-09-30 | $1.6M | 37k | 42.36 |
| 2022-06-30 | $1.4M | 32k | 44.67 |
| 2022-03-31 | $1.9M | 36k | 53.84 |
| 2021-12-31 | $1.8M | 15k | 113.83 |
| 2021-09-30 | $1.5M | 14k | 104.05 |
| 2021-06-30 | $1.3M | 12k | 103.97 |
| 2021-03-31 | $1.1M | 12k | 96.07 |
| 2020-12-31 | $1.0M | 11k | 90.92 |
| 2020-09-30 | $907k | 11k | 80.61 |
| 2020-06-30 | $831k | 11k | 74.07 |
| 2020-03-31 | $766k | 13k | 61.22 |
| 2019-12-31 | $729k | 9.5k | 76.85 |
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