Schwab Strategic Tr us lrg cap etf shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management 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 Oakwell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.6M | 112k | 67.85 |
| 2024-06-30 | $7.4M | 115k | 64.25 |
| 2024-03-31 | $7.2M | 116k | 62.06 |
| 2023-12-31 | $6.5M | 116k | 56.40 |
| 2023-09-30 | $5.9M | 116k | 50.60 |
| 2023-06-30 | $6.1M | 116k | 52.37 |
| 2023-03-31 | $5.6M | 116k | 48.37 |
| 2022-12-31 | $5.2M | 116k | 45.15 |
| 2022-09-30 | $5.2M | 123k | 42.35 |
| 2022-06-30 | $5.2M | 117k | 44.66 |
| 2022-03-31 | $6.7M | 124k | 53.85 |
| 2021-12-31 | $7.1M | 62k | 113.83 |
| 2021-09-30 | $6.5M | 62k | 104.03 |
| 2021-06-30 | $6.7M | 64k | 103.97 |
| 2021-03-31 | $6.3M | 66k | 96.03 |
| 2020-12-31 | $6.0M | 66k | 90.95 |
More positions owned by Oakwell Private Wealth Management
View all positions for Oakwell Private Wealth Management
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf