Schwab Strategic Tr us lrg cap etf shares owned by Moseley Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Moseley Investment Management
from 13F filings
Historical chart of Moseley Investment 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 Moseley Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 24k | 26.34 |
| 2025-06-30 | $585k | 24k | 24.44 |
| 2025-03-31 | $540k | 24k | 22.08 |
| 2024-12-31 | $604k | 26k | 23.18 |
| 2024-09-30 | $590k | 8.7k | 67.85 |
| 2024-06-30 | $569k | 8.9k | 64.25 |
| 2024-03-31 | $552k | 8.9k | 62.06 |
| 2023-12-31 | $503k | 8.9k | 56.40 |
| 2023-09-30 | $451k | 8.9k | 50.60 |
| 2023-06-30 | $450k | 8.6k | 52.37 |
| 2023-03-31 | $433k | 9.0k | 48.37 |
| 2022-12-31 | $404k | 9.0k | 45.15 |
| 2022-09-30 | $382k | 9.0k | 42.32 |
| 2022-06-30 | $433k | 9.7k | 44.69 |
| 2022-03-31 | $334k | 6.2k | 53.80 |
| 2021-12-31 | $384k | 3.4k | 113.81 |
| 2021-09-30 | $355k | 3.4k | 105.25 |
| 2021-06-30 | $351k | 3.4k | 104.06 |
| 2021-03-31 | $346k | 3.6k | 96.08 |
| 2020-12-31 | $344k | 3.8k | 90.98 |
| 2020-09-30 | $336k | 4.2k | 80.61 |
| 2020-06-30 | $309k | 4.2k | 74.19 |
| 2020-03-31 | $292k | 4.8k | 61.33 |
| 2019-09-30 | $337k | 4.8k | 70.90 |
| 2019-06-30 | $333k | 4.8k | 70.09 |
| 2019-03-31 | $341k | 5.0k | 67.70 |
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