Schwab Strategic Tr us lrg cap etf shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts 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 Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 429k | 62.06 |
| 2023-12-31 | $22M | 391k | 56.40 |
| 2023-09-30 | $20M | 385k | 50.60 |
| 2023-06-30 | $20M | 385k | 52.37 |
| 2023-03-31 | $18M | 377k | 48.37 |
| 2022-12-31 | $16M | 361k | 45.15 |
| 2022-09-30 | $15M | 345k | 42.35 |
| 2022-06-30 | $15M | 345k | 44.66 |
| 2022-03-31 | $18M | 340k | 53.85 |
| 2021-12-31 | $19M | 168k | 113.82 |
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