Schwab Strategic Tr us lrg cap etf shares owned by Montis Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial 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 Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 216k | 26.34 |
| 2025-06-30 | $6.0M | 244k | 24.44 |
| 2025-03-31 | $7.1M | 323k | 22.08 |
| 2024-12-31 | $9.2M | 398k | 23.18 |
| 2024-09-30 | $9.1M | 135k | 67.85 |
| 2024-06-30 | $9.9M | 154k | 64.25 |
| 2024-03-31 | $10M | 161k | 62.06 |
| 2023-12-31 | $9.6M | 170k | 56.40 |
| 2023-09-30 | $9.0M | 178k | 50.60 |
| 2023-06-30 | $9.7M | 185k | 52.37 |
| 2023-03-31 | $9.6M | 199k | 48.37 |
| 2022-12-31 | $9.1M | 201k | 45.15 |
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