Schwab Strategic Tr us lrg cap etf shares owned by Keel Point
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Keel Point
from 13F filings
Historical chart of Keel Point 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 Keel Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $395k | 15k | 25.64 |
| 2025-12-31 | $241k | 9.0k | 26.91 |
| 2025-09-30 | $217k | 8.2k | 26.34 |
| 2021-06-30 | $805k | 7.7k | 103.95 |
| 2021-03-31 | $3.3M | 34k | 96.03 |
| 2020-12-31 | $3.2M | 35k | 90.94 |
| 2020-09-30 | $2.8M | 35k | 80.64 |
| 2020-06-30 | $2.6M | 36k | 74.09 |
| 2020-03-31 | $2.2M | 36k | 61.26 |
| 2019-12-31 | $2.7M | 36k | 76.82 |
| 2019-09-30 | $2.6M | 37k | 70.94 |
| 2019-06-30 | $2.6M | 37k | 70.19 |
| 2019-03-31 | $2.5M | 38k | 67.62 |
| 2018-12-31 | $2.2M | 38k | 59.69 |
| 2018-09-30 | $2.6M | 38k | 69.56 |
| 2018-06-30 | $2.5M | 38k | 64.99 |
| 2018-03-31 | $2.4M | 38k | 63.07 |
| 2017-12-31 | $2.5M | 39k | 63.79 |
| 2017-09-30 | $2.5M | 42k | 60.05 |
| 2017-06-30 | $2.4M | 42k | 57.77 |
| 2017-03-31 | $2.3M | 42k | 56.26 |
| 2016-12-31 | $4.6M | 86k | 53.26 |
| 2016-09-30 | $4.5M | 87k | 51.63 |
| 2016-06-30 | $2.7M | 55k | 49.77 |
| 2016-03-31 | $3.5M | 71k | 48.84 |
| 2015-12-31 | $3.4M | 71k | 48.57 |
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