Schwab Strategic Tr us lrg cap etf shares owned by Means Investment
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Means Investment
from 13F filings
Historical chart of Means Investment investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Means Investment consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $524k | 7.7k | 67.85 |
2024-06-30 | $497k | 7.7k | 64.25 |
2024-03-31 | $514k | 8.3k | 62.06 |
2023-12-31 | $467k | 8.3k | 56.40 |
2023-09-30 | $419k | 8.3k | 50.60 |
2023-06-30 | $456k | 8.7k | 52.37 |
2023-03-31 | $421k | 8.7k | 48.37 |
2022-12-31 | $393k | 8.7k | 45.15 |
2022-09-30 | $368k | 8.7k | 42.30 |
2022-06-30 | $389k | 8.7k | 44.71 |
2022-03-31 | $539k | 10k | 53.90 |
2021-12-31 | $569k | 5.0k | 113.80 |
2021-09-30 | $520k | 5.0k | 104.00 |
2021-06-30 | $520k | 5.0k | 104.00 |
2021-03-31 | $480k | 5.0k | 96.00 |
2020-12-31 | $479k | 5.0k | 95.80 |
2020-09-30 | $423k | 5.0k | 84.60 |
2020-06-30 | $400k | 5.0k | 80.00 |
2020-03-31 | $332k | 5.0k | 66.40 |
2019-12-31 | $396k | 5.0k | 79.20 |
2019-09-30 | $367k | 5.0k | 73.40 |
2019-06-30 | $356k | 5.0k | 71.20 |
2019-03-31 | $369k | 5.5k | 67.56 |
2018-12-31 | $326k | 5.5k | 59.69 |
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