Schwab Strategic Tr us lrg cap etf shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 27k | 62.06 |
| 2023-12-31 | $1.6M | 28k | 56.40 |
| 2023-09-30 | $1.4M | 28k | 50.60 |
| 2023-06-30 | $1.5M | 28k | 52.37 |
| 2023-03-31 | $1.4M | 29k | 48.37 |
| 2022-12-31 | $1.4M | 30k | 45.15 |
| 2022-09-30 | $1.8M | 43k | 42.34 |
| 2022-06-30 | $4.5M | 101k | 44.66 |
| 2022-03-31 | $1.7M | 32k | 53.85 |
| 2021-12-31 | $1.9M | 17k | 113.82 |
| 2021-09-30 | $1.8M | 18k | 104.01 |
| 2021-06-30 | $1.8M | 18k | 103.97 |
| 2021-03-31 | $2.0M | 20k | 96.03 |
| 2020-12-31 | $3.0M | 33k | 90.96 |
| 2020-09-30 | $3.1M | 39k | 80.62 |
| 2020-06-30 | $3.4M | 45k | 74.11 |
| 2020-03-31 | $2.6M | 42k | 61.25 |
| 2019-12-31 | $1.4M | 18k | 76.81 |
| 2019-09-30 | $1.2M | 17k | 70.94 |
| 2019-06-30 | $683k | 9.5k | 72.01 |
| 2019-03-31 | $598k | 8.8k | 67.59 |
| 2018-12-31 | $392k | 6.6k | 59.64 |
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