Schwab Strategic Tr us lrg cap etf shares owned by Kozak & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & 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 Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $16k | 579 | 27.04 |
| 2024-09-30 | $45 | 2 | 22.50 |
| 2024-06-30 | $6.7k | 103 | 64.91 |
| 2024-03-31 | $6.5k | 103 | 62.67 |
| 2023-12-31 | $5.8k | 103 | 56.11 |
| 2023-09-30 | $5.2k | 103 | 50.63 |
| 2023-06-30 | $22k | 414 | 52.45 |
| 2023-03-31 | $4.9k | 102 | 48.37 |
| 2022-12-31 | $5.0k | 102 | 49.02 |
| 2022-09-30 | $4.0k | 102 | 39.22 |
| 2022-06-30 | $5.0k | 102 | 49.02 |
| 2022-03-31 | $5.0k | 51 | 98.04 |
| 2021-12-31 | $5.0k | 51 | 98.04 |
| 2021-09-30 | $6.0k | 51 | 117.65 |
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