Schwab Strategic Tr us lrg cap etf shares owned by McAlister, Sweet & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by McAlister, Sweet & Associates
from 13F filings
Historical chart of McAlister, Sweet & Associates 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 McAlister, Sweet & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $216k | 7.3k | 29.43 |
| 2025-03-31 | $268k | 12k | 22.08 |
| 2024-09-30 | $274k | 4.0k | 67.85 |
| 2024-06-30 | $260k | 4.0k | 64.25 |
| 2024-03-31 | $251k | 4.0k | 62.06 |
| 2023-12-31 | $228k | 4.0k | 56.40 |
| 2023-09-30 | $205k | 4.0k | 50.60 |
| 2023-06-30 | $249k | 4.7k | 52.37 |
| 2023-03-31 | $361k | 7.5k | 48.37 |
| 2022-12-31 | $359k | 8.0k | 45.15 |
| 2022-09-30 | $6.0M | 142k | 42.35 |
| 2022-06-30 | $362k | 8.1k | 44.67 |
| 2022-03-31 | $425k | 7.9k | 53.88 |
| 2021-12-31 | $450k | 4.0k | 113.75 |
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