Schwab Strategic Tr us lrg cap etf shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors 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 J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 260k | 26.34 |
| 2025-06-30 | $3.8M | 156k | 24.44 |
| 2025-03-31 | $566k | 26k | 22.08 |
| 2024-12-31 | $1.6M | 69k | 23.18 |
| 2024-09-30 | $1.5M | 21k | 67.85 |
| 2024-06-30 | $1.5M | 23k | 64.25 |
| 2024-03-31 | $1.1M | 17k | 62.06 |
| 2023-12-31 | $715k | 13k | 56.40 |
| 2023-09-30 | $533k | 11k | 50.60 |
| 2023-06-30 | $383k | 7.3k | 52.37 |
| 2023-03-31 | $353k | 7.3k | 48.37 |
| 2022-12-31 | $338k | 7.5k | 45.15 |
| 2022-09-30 | $262k | 6.2k | 42.42 |
| 2022-06-30 | $257k | 5.8k | 44.58 |
| 2022-03-31 | $128k | 217k | 0.59 |
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