Schwab Strategic Tr us lrg cap etf shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group 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 Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.4M | 138k | 67.85 |
| 2024-06-30 | $8.9M | 138k | 64.46 |
| 2023-12-31 | $7.8M | 138k | 56.40 |
| 2023-09-30 | $7.0M | 137k | 50.60 |
| 2023-06-30 | $7.2M | 137k | 52.37 |
| 2023-03-31 | $6.7M | 138k | 48.37 |
| 2022-12-31 | $6.2M | 138k | 45.15 |
| 2022-09-30 | $5.8M | 137k | 42.35 |
| 2022-06-30 | $6.1M | 137k | 44.66 |
| 2022-03-31 | $7.9M | 148k | 53.85 |
| 2021-12-31 | $8.6M | 76k | 113.82 |
| 2021-09-30 | $8.7M | 83k | 104.03 |
| 2021-06-30 | $9.3M | 86k | 107.93 |
| 2021-03-31 | $8.2M | 86k | 96.03 |
| 2020-12-31 | $7.8M | 86k | 90.96 |
| 2020-09-30 | $6.9M | 85k | 80.63 |
| 2020-06-30 | $5.8M | 79k | 74.10 |
| 2020-03-31 | $3.7M | 61k | 61.24 |
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