Schwab Strategic Tr us lrg cap etf shares owned by My Purposeful Wealth Corp.
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by My Purposeful Wealth Corp.
from 13F filings
Historical chart of My Purposeful Wealth Corp. investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by My Purposeful Wealth Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by My Purposeful Wealth Corp.
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.6M | 39k | 67.85 |
2024-06-30 | $2.1M | 33k | 64.25 |
2024-03-31 | $1.9M | 31k | 62.06 |
2023-12-31 | $2.0M | 35k | 56.40 |
2023-09-30 | $1.7M | 33k | 50.60 |
2023-06-30 | $1.6M | 31k | 52.37 |
2023-03-31 | $1.5M | 30k | 48.37 |
2022-12-31 | $1.3M | 28k | 45.15 |
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