Schwab Strategic Tr us lrg cap etf shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Retirement Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $756k | 11k | 67.85 |
| 2024-06-30 | $716k | 11k | 64.25 |
| 2024-03-31 | $756k | 12k | 62.06 |
| 2023-12-31 | $687k | 12k | 56.40 |
| 2023-09-30 | $263k | 5.2k | 50.60 |
| 2023-06-30 | $272k | 5.2k | 52.37 |
| 2023-03-31 | $251k | 5.2k | 48.37 |
| 2022-12-31 | $235k | 5.2k | 45.15 |
| 2022-09-30 | $223k | 5.2k | 42.92 |
| 2022-06-30 | $232k | 5.2k | 44.65 |
| 2022-03-31 | $280k | 5.2k | 53.89 |
| 2021-12-31 | $296k | 2.6k | 113.93 |
| 2021-09-30 | $270k | 2.6k | 103.93 |
| 2021-06-30 | $270k | 2.6k | 103.93 |
| 2021-03-31 | $249k | 2.6k | 95.84 |
| 2020-12-31 | $236k | 2.6k | 90.84 |
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