Schwab Strategic Tr us lrg cap etf shares owned by Newman Dignan & Sheerar
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Newman Dignan & Sheerar
from 13F filings
Historical chart of Newman Dignan & Sheerar 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 Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $34M | 1.5M | 22.93 |
2024-06-30 | $32M | 490k | 64.25 |
2024-03-31 | $30M | 479k | 62.06 |
2023-12-31 | $26M | 463k | 56.40 |
2023-09-30 | $22M | 442k | 50.60 |
2023-06-30 | $22M | 421k | 52.37 |
2023-03-31 | $18M | 380k | 48.37 |
2022-12-31 | $17M | 372k | 45.15 |
2022-09-30 | $15M | 363k | 42.35 |
2022-06-30 | $16M | 359k | 44.66 |
2022-03-31 | $18M | 338k | 53.85 |
2021-12-31 | $19M | 171k | 113.82 |
2021-09-30 | $18M | 173k | 104.03 |
2021-06-30 | $18M | 171k | 103.97 |
2021-03-31 | $1.7M | 174k | 9.60 |
2020-12-31 | $15M | 169k | 90.95 |
2020-09-30 | $13M | 165k | 80.63 |
2020-06-30 | $13M | 161k | 77.90 |
2020-03-31 | $10M | 155k | 66.03 |
2019-12-31 | $10M | 1.3M | 7.68 |
2019-09-30 | $8.9M | 125k | 70.93 |
2019-06-30 | $8.6M | 122k | 70.19 |
2019-03-31 | $8.1M | 12k | 676.11 |
2018-12-31 | $69M | 1.1M | 59.70 |
2018-09-30 | $7.3M | 105k | 68.80 |
2018-06-30 | $6.6M | 102k | 64.99 |
2018-03-31 | $6.4M | 100k | 63.47 |
2017-12-31 | $5.7M | 90k | 63.78 |
2017-09-30 | $4.2M | 69k | 60.05 |
2017-06-30 | $3.8M | 66k | 57.77 |
2017-03-31 | $3.6M | 64k | 56.27 |
2016-12-31 | $3.4M | 63k | 53.27 |
2016-09-30 | $3.2M | 62k | 51.62 |
2016-06-30 | $3.1M | 63k | 49.77 |
2016-03-31 | $3.0M | 61k | 48.85 |
2015-12-31 | $2.9M | 59k | 48.57 |
2015-09-30 | $2.6M | 56k | 45.76 |
2015-06-30 | $2.7M | 56k | 49.30 |
2015-03-31 | $2.7M | 55k | 49.56 |
2014-12-31 | $2.5M | 50k | 49.05 |
2014-09-30 | $2.1M | 45k | 47.00 |
2014-06-30 | $1.9M | 42k | 46.84 |
2014-03-31 | $537k | 12k | 44.74 |
2013-12-31 | $498k | 11k | 44.07 |
2013-09-30 | $430k | 11k | 40.19 |
2013-06-30 | $385k | 10k | 38.22 |
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