Schwab Strategic Tr us lrg cap etf shares owned by Peak Financial Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management 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 Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 72k | 62.06 |
| 2023-12-31 | $4.1M | 74k | 56.40 |
| 2023-09-30 | $4.0M | 80k | 50.60 |
| 2023-06-30 | $4.2M | 80k | 52.37 |
| 2023-03-31 | $3.9M | 81k | 48.37 |
| 2022-12-31 | $3.7M | 82k | 45.15 |
| 2022-09-30 | $3.4M | 81k | 42.35 |
| 2022-06-30 | $3.6M | 81k | 44.66 |
| 2022-03-31 | $4.3M | 80k | 53.85 |
| 2021-12-31 | $4.7M | 41k | 113.81 |
| 2021-09-30 | $4.4M | 42k | 104.04 |
| 2021-06-30 | $4.3M | 42k | 103.98 |
| 2021-03-31 | $4.2M | 44k | 96.02 |
| 2020-12-31 | $4.0M | 44k | 90.96 |
| 2020-09-30 | $3.4M | 43k | 80.62 |
| 2020-06-30 | $3.1M | 42k | 74.10 |
| 2020-03-31 | $2.9M | 47k | 61.25 |
| 2019-12-31 | $3.5M | 46k | 76.80 |
| 2019-09-30 | $3.3M | 46k | 70.93 |
| 2019-06-30 | $3.2M | 46k | 70.19 |
| 2019-03-31 | $3.2M | 47k | 67.61 |
| 2018-12-31 | $2.7M | 46k | 59.70 |
| 2018-09-30 | $2.7M | 39k | 69.56 |
| 2018-06-30 | $2.4M | 37k | 64.98 |
| 2018-03-31 | $1.4M | 23k | 63.08 |
| 2017-12-31 | $1.5M | 23k | 63.76 |
| 2017-09-30 | $1.3M | 22k | 60.02 |
| 2017-06-30 | $1.3M | 22k | 57.79 |
| 2017-03-31 | $1.2M | 22k | 56.26 |
| 2016-12-31 | $1.1M | 21k | 53.25 |
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