Schwab Strategic Tr us lrg cap etf shares owned by Oakmont Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners 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 Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 59k | 67.85 |
| 2024-06-30 | $4.1M | 63k | 64.40 |
| 2024-03-31 | $3.2M | 52k | 62.06 |
| 2023-12-31 | $2.8M | 50k | 56.40 |
| 2023-09-30 | $2.4M | 47k | 50.60 |
| 2023-06-30 | $2.2M | 42k | 52.37 |
| 2023-03-31 | $1.5M | 32k | 48.37 |
| 2022-12-31 | $1.5M | 34k | 45.15 |
| 2022-09-30 | $1.3M | 32k | 42.34 |
| 2022-06-30 | $429k | 9.6k | 44.67 |
| 2022-03-31 | $513k | 9.5k | 53.83 |
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