Schwab Strategic Tr us lrg cap etf shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth 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 Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $486k | 7.2k | 67.79 |
| 2024-06-30 | $493k | 7.7k | 64.25 |
| 2024-03-31 | $845k | 14k | 62.06 |
| 2023-12-31 | $775k | 14k | 56.40 |
| 2023-09-30 | $847k | 17k | 50.60 |
| 2023-06-30 | $876k | 17k | 52.37 |
| 2023-03-31 | $1.3M | 26k | 48.37 |
| 2022-12-31 | $3.1M | 68k | 45.15 |
| 2022-09-30 | $12M | 272k | 42.35 |
| 2022-06-30 | $16M | 347k | 44.66 |
| 2022-03-31 | $21M | 395k | 53.85 |
| 2021-12-31 | $23M | 202k | 113.82 |
| 2021-09-30 | $22M | 208k | 104.03 |
| 2021-06-30 | $23M | 216k | 103.97 |
| 2021-03-31 | $21M | 223k | 96.03 |
| 2020-12-31 | $21M | 227k | 90.95 |
| 2020-09-30 | $22M | 276k | 80.63 |
| 2020-06-30 | $21M | 289k | 74.10 |
| 2020-03-31 | $18M | 293k | 61.25 |
| 2019-12-31 | $21M | 276k | 76.81 |
| 2019-09-30 | $21M | 297k | 70.93 |
| 2019-06-30 | $21M | 293k | 70.19 |
| 2019-03-31 | $16M | 239k | 67.61 |
| 2018-12-31 | $16M | 269k | 59.70 |
| 2018-09-30 | $18M | 253k | 69.56 |
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