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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Means Investment

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