Schwab Strategic Tr us lrg cap etf shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors 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 Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $992k | 18k | 56.40 |
| 2023-09-30 | $662k | 13k | 50.60 |
| 2023-06-30 | $1.1M | 21k | 52.37 |
| 2023-03-31 | $511k | 11k | 48.37 |
| 2022-12-31 | $256k | 5.7k | 45.15 |
| 2022-06-30 | $498k | 11k | 44.68 |
| 2022-03-31 | $706k | 13k | 53.84 |
| 2021-12-31 | $760k | 6.7k | 113.84 |
| 2021-09-30 | $651k | 6.3k | 103.98 |
| 2021-06-30 | $276k | 2.7k | 104.03 |
| 2021-03-31 | $258k | 2.7k | 96.20 |
| 2020-12-31 | $340k | 3.7k | 90.98 |
| 2020-09-30 | $305k | 3.8k | 80.73 |
| 2020-06-30 | $242k | 3.3k | 74.16 |
| 2020-03-31 | $646k | 11k | 61.23 |
| 2019-12-31 | $1.7M | 22k | 76.81 |
| 2019-09-30 | $1.5M | 22k | 70.93 |
| 2019-06-30 | $1.9M | 27k | 70.18 |
| 2019-03-31 | $1.8M | 27k | 67.59 |
| 2018-12-31 | $3.8M | 63k | 59.70 |
| 2018-09-30 | $549k | 7.9k | 69.59 |
| 2018-06-30 | $4.4M | 68k | 64.99 |
| 2018-03-31 | $5.3M | 84k | 63.07 |
| 2017-09-30 | $1.7M | 28k | 60.03 |
| 2017-06-30 | $1.1M | 19k | 57.77 |
| 2016-12-31 | $806k | 15k | 53.21 |
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