Schwab Strategic Tr us lrg cap etf shares owned by Klingman & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & 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 Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $828k | 31k | 26.91 |
| 2025-09-30 | $858k | 33k | 26.34 |
| 2025-06-30 | $796k | 33k | 24.44 |
| 2025-03-31 | $720k | 33k | 22.08 |
| 2024-12-31 | $623k | 27k | 23.18 |
| 2024-09-30 | $670k | 9.9k | 67.85 |
| 2024-06-30 | $577k | 9.0k | 64.25 |
| 2024-03-31 | $557k | 9.0k | 62.06 |
| 2022-06-30 | $249k | 5.6k | 44.63 |
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