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Schwab Strategic Tr us lrg cap etf shares owned by Pasadena Private Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Pasadena Private Wealth from 13F filings

Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $663k 25k 26.91
2025-09-30 $666k 25k 26.34
2025-06-30 $618k 25k 24.44
2025-03-31 $544k 25k 22.08
2021-12-31 $253k 2.2k 113.71
2021-09-30 $14M 136k 104.03