Schwab Strategic Tr us lrg cap etf shares owned by Massey, Quick & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Massey, Quick & Co
from 13F filings
Historical chart of Massey, Quick & Co 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 Massey, Quick & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 76k | 26.91 |
| 2025-09-30 | $2.1M | 80k | 26.34 |
| 2025-06-30 | $2.1M | 87k | 24.44 |
| 2025-03-31 | $1.9M | 87k | 22.08 |
| 2024-12-31 | $2.0M | 87k | 23.18 |
| 2024-09-30 | $2.0M | 30k | 67.85 |
| 2024-06-30 | $1.9M | 30k | 64.25 |
| 2024-03-31 | $1.8M | 30k | 62.06 |
| 2023-12-31 | $1.6M | 29k | 56.40 |
| 2023-09-30 | $1.5M | 30k | 50.60 |
| 2023-06-30 | $1.0M | 19k | 52.37 |
| 2023-03-31 | $951k | 20k | 48.37 |
| 2022-12-31 | $1.0M | 23k | 45.15 |
| 2022-09-30 | $951k | 23k | 42.35 |
| 2022-06-30 | $1.0M | 21k | 49.01 |
| 2022-03-31 | $1.2M | 22k | 53.87 |
| 2021-12-31 | $1.2M | 10k | 113.86 |
| 2021-09-30 | $1.2M | 11k | 104.00 |
| 2021-06-30 | $1.2M | 11k | 103.90 |
| 2021-03-31 | $1.4M | 15k | 95.97 |
| 2020-12-31 | $1.4M | 16k | 90.94 |
| 2020-09-30 | $1.5M | 18k | 80.63 |
| 2020-06-30 | $1.4M | 19k | 74.12 |
| 2020-03-31 | $2.9M | 47k | 61.25 |
| 2019-12-31 | $8.6M | 112k | 76.81 |
| 2018-12-31 | $237k | 4.0k | 59.67 |
| 2018-09-30 | $345k | 5.0k | 69.57 |
| 2018-06-30 | $341k | 5.2k | 64.96 |
| 2018-03-31 | $373k | 5.9k | 63.12 |
| 2017-12-31 | $404k | 6.0k | 67.33 |
| 2017-09-30 | $368k | 6.1k | 60.04 |
| 2017-06-30 | $345k | 6.0k | 57.72 |
| 2017-03-31 | $83k | 1.5k | 56.19 |
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