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Schwab Strategic Tr us lrg cap etf shares owned by MBE Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by MBE Wealth Management from 13F filings

Historical chart of MBE Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by MBE 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 MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $373k 6.0k 62.06
2023-12-31 $339k 6.0k 56.40
2023-09-30 $223k 4.4k 50.60
2023-06-30 $231k 4.4k 52.37
2023-03-31 $213k 4.4k 48.37
2022-03-31 $244k 4.5k 53.86
2021-12-31 $258k 2.3k 113.91
2021-09-30 $236k 2.3k 104.19
2021-06-30 $235k 2.3k 103.75
2021-03-31 $218k 2.3k 96.25
2020-12-31 $206k 2.3k 90.95
2020-03-31 $138k 2.3k 60.87