Schwab Strategic Tr us lrg cap etf shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates 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 Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 107k | 26.34 |
| 2025-06-30 | $2.6M | 107k | 24.44 |
| 2025-03-31 | $2.4M | 107k | 22.08 |
| 2024-12-31 | $2.6M | 111k | 23.18 |
| 2024-09-30 | $2.6M | 38k | 67.85 |
| 2024-06-30 | $2.4M | 37k | 64.25 |
| 2024-03-31 | $2.4M | 39k | 62.06 |
| 2023-12-31 | $2.2M | 38k | 56.40 |
| 2023-09-30 | $1.9M | 38k | 50.60 |
| 2023-06-30 | $2.0M | 38k | 52.37 |
| 2023-03-31 | $1.9M | 40k | 48.37 |
| 2022-12-31 | $1.9M | 42k | 45.15 |
| 2022-09-30 | $1.9M | 45k | 42.35 |
| 2022-06-30 | $1.9M | 43k | 44.65 |
| 2022-03-31 | $2.4M | 45k | 53.84 |
| 2021-12-31 | $2.1M | 18k | 113.82 |
| 2021-09-30 | $1.5M | 15k | 104.04 |
| 2021-06-30 | $1.4M | 14k | 103.99 |
| 2021-03-31 | $1.2M | 13k | 96.02 |
| 2020-12-31 | $1.1M | 12k | 90.92 |
| 2020-09-30 | $987k | 12k | 80.66 |
| 2020-06-30 | $955k | 13k | 74.10 |
| 2020-03-31 | $785k | 13k | 61.28 |
| 2019-12-31 | $974k | 13k | 76.78 |
| 2019-09-30 | $882k | 12k | 70.95 |
| 2019-06-30 | $912k | 13k | 70.19 |
| 2019-03-31 | $2.3M | 156k | 14.47 |
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