Schwab Strategic Tr us lrg cap etf shares owned by Planning Alternatives
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives 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 Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 165k | 62.06 |
| 2023-12-31 | $9.6M | 170k | 56.40 |
| 2023-09-30 | $8.7M | 173k | 50.60 |
| 2023-06-30 | $9.4M | 180k | 52.37 |
| 2023-03-31 | $8.9M | 184k | 48.37 |
| 2022-12-31 | $8.7M | 193k | 45.15 |
| 2022-09-30 | $8.8M | 208k | 42.35 |
| 2022-06-30 | $9.4M | 212k | 44.66 |
| 2022-03-31 | $12M | 218k | 53.85 |
| 2021-12-31 | $13M | 117k | 113.82 |
| 2021-09-30 | $13M | 122k | 104.03 |
| 2021-06-30 | $13M | 128k | 103.97 |
| 2021-03-31 | $13M | 135k | 96.03 |
| 2020-12-31 | $13M | 145k | 90.95 |
| 2020-09-30 | $18M | 223k | 80.63 |
| 2020-06-30 | $37M | 500k | 74.10 |
| 2020-03-31 | $30M | 482k | 61.25 |
| 2019-12-31 | $34M | 445k | 76.81 |
| 2019-09-30 | $29M | 414k | 70.93 |
| 2019-06-30 | $29M | 414k | 70.19 |
| 2019-03-31 | $29M | 421k | 67.61 |
| 2018-12-31 | $29M | 493k | 59.70 |
| 2018-09-30 | $35M | 503k | 69.56 |
| 2018-06-30 | $33M | 502k | 64.99 |
| 2018-03-31 | $32M | 503k | 63.08 |
| 2017-12-31 | $31M | 485k | 63.78 |
| 2017-09-30 | $30M | 495k | 60.04 |
| 2017-06-30 | $29M | 498k | 57.77 |
| 2017-03-31 | $27M | 484k | 56.27 |
| 2016-12-31 | $26M | 478k | 53.26 |
| 2016-09-30 | $25M | 487k | 51.62 |
| 2016-06-30 | $24M | 485k | 49.77 |
| 2016-03-31 | $24M | 491k | 48.84 |
| 2015-12-31 | $16M | 337k | 48.57 |
| 2015-09-30 | $14M | 306k | 45.76 |
| 2015-06-30 | $16M | 319k | 49.31 |
| 2015-03-31 | $15M | 299k | 49.57 |
| 2014-12-31 | $13M | 263k | 49.05 |
| 2014-09-30 | $9.3M | 197k | 46.99 |
| 2014-06-30 | $8.3M | 178k | 46.83 |
| 2014-03-31 | $1.9M | 42k | 44.71 |
| 2013-12-31 | $195k | 4.4k | 43.98 |
| 2013-03-31 | $220k | 5.9k | 37.35 |
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