Schwab Strategic Tr us lrg cap etf shares owned by Paces Ferry Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Paces Ferry Wealth Advisors
from 13F filings
Historical chart of Paces Ferry Wealth 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 Paces Ferry Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Paces Ferry Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 29k | 67.85 |
2024-06-30 | $1.8M | 28k | 64.25 |
2024-03-31 | $1.8M | 30k | 62.06 |
2023-12-31 | $2.1M | 37k | 56.40 |
2023-09-30 | $1.9M | 38k | 50.60 |
2023-06-30 | $2.0M | 39k | 52.37 |
2023-03-31 | $1.9M | 40k | 48.37 |
2022-12-31 | $2.6M | 57k | 45.15 |
2022-09-30 | $2.5M | 58k | 42.35 |
2022-06-30 | $2.6M | 58k | 44.66 |
2022-03-31 | $2.9M | 55k | 53.84 |
2021-12-31 | $2.7M | 24k | 113.81 |
2021-09-30 | $2.0M | 20k | 104.02 |
2021-06-30 | $2.1M | 20k | 103.96 |
2021-03-31 | $1.8M | 18k | 96.05 |
2020-12-31 | $1.3M | 15k | 90.92 |
2020-09-30 | $1.1M | 14k | 80.61 |
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