Schwab Strategic Tr us lrg cap etf shares owned by Kuntz Lesher Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Kuntz Lesher Capital
from 13F filings
Historical chart of Kuntz Lesher Capital investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Kuntz Lesher Capital consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $108M | 1.6M | 67.85 |
2024-06-30 | $107M | 1.7M | 64.25 |
2024-03-31 | $102M | 1.6M | 62.06 |
2023-12-31 | $91M | 1.6M | 56.40 |
2023-09-30 | $81M | 1.6M | 50.60 |
2023-06-30 | $81M | 1.6M | 52.37 |
2023-03-31 | $73M | 1.5M | 48.37 |
2022-12-31 | $67M | 1.5M | 45.15 |
2022-09-30 | $58M | 1.4M | 42.35 |
2022-06-30 | $59M | 1.3M | 44.66 |
2022-03-31 | $69M | 1.3M | 53.85 |
2021-12-31 | $72M | 634k | 113.82 |
2021-09-30 | $65M | 627k | 104.03 |
2021-06-30 | $64M | 618k | 103.97 |
2021-03-31 | $59M | 619k | 96.03 |
2020-12-31 | $57M | 630k | 90.95 |
2020-09-30 | $52M | 638k | 80.63 |
2020-06-30 | $47M | 630k | 74.10 |
2020-03-31 | $38M | 623k | 61.25 |
2019-12-31 | $46M | 596k | 76.81 |
2019-09-30 | $42M | 590k | 70.92 |
2019-06-30 | $44M | 630k | 70.18 |
2019-03-31 | $40M | 592k | 67.62 |
2018-12-31 | $32M | 535k | 59.69 |
2018-09-30 | $35M | 506k | 69.56 |
2018-06-30 | $30M | 468k | 64.98 |
2018-03-31 | $28M | 440k | 63.08 |
2017-12-31 | $26M | 403k | 63.80 |
2017-09-30 | $20M | 333k | 60.08 |
2017-06-30 | $18M | 302k | 57.80 |
2017-03-31 | $13M | 236k | 56.27 |
2016-12-31 | $10M | 195k | 53.26 |
2016-09-30 | $9.4M | 183k | 51.62 |
2016-06-30 | $9.7M | 193k | 50.13 |
2016-03-31 | $9.9M | 203k | 48.84 |
2015-12-31 | $10M | 213k | 48.57 |
2015-09-30 | $14M | 312k | 45.76 |
2015-06-30 | $15M | 301k | 49.31 |
2015-03-31 | $14M | 291k | 49.57 |
2014-12-31 | $13M | 265k | 49.05 |
2014-09-30 | $12M | 258k | 46.99 |
2014-06-30 | $11M | 243k | 46.83 |
2014-03-31 | $11M | 236k | 44.71 |
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