Schwab Strategic Tr us lrg cap etf shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street 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 Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $368k | 14k | 26.34 |
| 2025-06-30 | $341k | 14k | 24.44 |
| 2025-03-31 | $313k | 14k | 22.08 |
| 2024-12-31 | $329k | 14k | 23.18 |
| 2024-09-30 | $321k | 4.7k | 67.85 |
| 2024-06-30 | $304k | 4.7k | 64.25 |
| 2024-03-31 | $321k | 4.7k | 67.85 |
| 2023-12-31 | $286k | 5.1k | 56.40 |
Top funds holding Schwab Strategic Tr us lrg cap etf
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