Schwab Strategic Tr us lrg cap etf shares owned by Northeast Financial Consultants
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Northeast Financial Consultants
from 13F filings
Historical chart of Northeast Financial Consultants 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 Northeast Financial Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $380k | 5.6k | 67.85 |
| 2024-06-30 | $360k | 5.6k | 64.25 |
| 2024-03-31 | $348k | 5.6k | 62.06 |
| 2023-12-31 | $316k | 5.6k | 56.40 |
| 2023-09-30 | $294k | 5.8k | 50.60 |
| 2023-06-30 | $305k | 5.8k | 52.37 |
| 2023-03-31 | $271k | 5.6k | 48.37 |
| 2022-12-31 | $253k | 5.6k | 45.15 |
| 2022-09-30 | $237k | 5.6k | 42.32 |
| 2022-06-30 | $250k | 5.6k | 44.64 |
| 2022-03-31 | $302k | 5.6k | 53.93 |
| 2021-12-31 | $319k | 2.8k | 113.93 |
| 2021-09-30 | $291k | 2.8k | 103.93 |
| 2021-06-30 | $291k | 2.8k | 103.93 |
| 2021-03-31 | $269k | 2.8k | 96.07 |
| 2020-12-31 | $255k | 2.8k | 91.07 |
| 2020-09-30 | $226k | 2.8k | 80.71 |
| 2020-06-30 | $207k | 2.8k | 73.93 |
| 2019-12-31 | $215k | 2.8k | 76.79 |
More positions owned by Northeast Financial Consultants
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