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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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