Schwab Strategic Tr us lrg cap etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 47k | 62.06 |
| 2024-06-30 | $3.0M | 47k | 64.25 |
| 2024-03-31 | $2.9M | 47k | 62.06 |
| 2023-12-31 | $2.7M | 48k | 56.40 |
| 2023-09-30 | $2.4M | 47k | 50.60 |
| 2023-06-30 | $2.5M | 48k | 52.37 |
| 2023-03-31 | $2.0M | 45k | 45.53 |
| 2022-12-31 | $2.0M | 45k | 45.15 |
| 2022-09-30 | $1.7M | 41k | 42.35 |
| 2022-06-30 | $2.0M | 44k | 44.66 |
| 2022-03-31 | $1.8M | 33k | 53.86 |
| 2021-12-31 | $2.0M | 17k | 113.81 |
| 2021-09-30 | $999k | 9.6k | 104.05 |
| 2021-06-30 | $1.0M | 9.6k | 103.94 |
| 2021-03-31 | $720k | 7.5k | 96.04 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf