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Schwab Strategic Tr us lrg cap etf shares owned by Naples Global Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Naples Global Advisors from 13F filings

Historical chart of Naples Global Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 48k 56.40
2023-09-30 $2.1M 41k 50.60
2023-06-30 $1.9M 37k 52.37
2023-03-31 $1.8M 37k 48.37
2022-12-31 $1.7M 37k 45.15
2022-09-30 $1.4M 33k 42.35
2022-06-30 $1.5M 33k 44.66
2022-03-31 $1.7M 32k 53.84
2021-12-31 $1.7M 15k 113.82
2021-09-30 $1.5M 15k 104.03
2021-06-30 $1.4M 14k 104.00
2021-03-31 $1.3M 14k 95.99
2020-12-31 $1.0M 11k 90.94
2020-09-30 $845k 11k 80.64
2020-06-30 $749k 10k 74.14
2020-03-31 $591k 9.6k 61.26
2019-12-31 $624k 8.1k 76.82
2019-09-30 $375k 5.3k 70.94
2019-06-30 $308k 4.4k 70.21