Schwab Strategic Tr us lrg cap etf shares owned by Ken Roberts Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Ken Roberts Investment Management
from 13F filings
Historical chart of Ken Roberts Investment Management 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 Ken Roberts Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $291k | 4.3k | 67.85 |
| 2024-06-30 | $277k | 4.3k | 64.25 |
| 2024-03-31 | $266k | 4.3k | 62.06 |
| 2023-12-31 | $338k | 6.0k | 56.40 |
| 2023-09-30 | $297k | 5.9k | 50.60 |
| 2023-06-30 | $362k | 6.9k | 52.37 |
| 2023-03-31 | $360k | 7.4k | 48.37 |
| 2022-12-31 | $6.2M | 7.4k | 847.82 |
| 2022-09-30 | $228k | 5.4k | 42.28 |
| 2022-06-30 | $205k | 4.6k | 44.64 |
| 2022-03-31 | $253k | 4.7k | 53.90 |
| 2021-12-31 | $347k | 3.0k | 113.88 |
| 2021-09-30 | $328k | 3.2k | 104.09 |
| 2021-06-30 | $344k | 3.3k | 103.86 |
| 2021-03-31 | $330k | 3.4k | 96.10 |
| 2020-12-31 | $358k | 3.9k | 91.05 |
| 2020-09-30 | $315k | 3.9k | 80.62 |
| 2020-06-30 | $290k | 3.9k | 74.23 |
| 2020-03-31 | $232k | 3.8k | 61.20 |
| 2019-12-31 | $290k | 3.8k | 76.88 |
| 2019-09-30 | $273k | 3.8k | 71.00 |
| 2019-06-30 | $277k | 3.9k | 70.23 |
| 2019-03-31 | $267k | 3.9k | 67.70 |
| 2018-12-31 | $217k | 3.6k | 59.70 |
| 2018-09-30 | $239k | 3.4k | 69.48 |
| 2018-03-31 | $207k | 3.3k | 63.01 |
| 2017-12-31 | $220k | 3.4k | 63.81 |
| 2017-09-30 | $215k | 3.6k | 59.91 |
| 2017-06-30 | $207k | 3.6k | 57.68 |
| 2017-03-31 | $204k | 3.6k | 56.15 |
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