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

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

Historical chart of Merriman 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 Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.1M 62k 50.60
2023-06-30 $3.3M 62k 52.37
2023-03-31 $3.2M 65k 48.37
2022-12-31 $3.0M 67k 45.15
2022-09-30 $2.8M 67k 42.36
2022-06-30 $3.1M 68k 44.66
2022-03-31 $3.6M 67k 53.85
2021-12-31 $3.6M 35k 103.98
2021-09-30 $3.5M 34k 104.02
2021-06-30 $3.6M 35k 103.98
2021-03-31 $3.3M 35k 96.03
2020-12-31 $3.2M 35k 90.97
2020-09-30 $2.8M 35k 80.63
2020-06-30 $2.6M 35k 74.10
2020-03-31 $2.9M 48k 61.25