Schwab Strategic Tr us lrg cap etf shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management 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 Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $491k | 18k | 26.87 |
| 2024-12-31 | $397k | 16k | 24.98 |
| 2023-03-31 | $4.5M | 96k | 47.27 |
| 2021-09-30 | $374k | 3.6k | 104.00 |
| 2021-06-30 | $11k | 1.1k | 9.62 |
| 2020-06-30 | $10k | 134 | 74.63 |
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