Schwab Strategic Tr us lrg cap etf shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates 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 Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $911k | 35k | 26.34 |
| 2025-06-30 | $882k | 36k | 24.44 |
| 2025-03-31 | $748k | 34k | 22.08 |
| 2024-09-30 | $1.1M | 16k | 67.85 |
| 2024-06-30 | $636k | 9.9k | 64.25 |
| 2024-03-31 | $508k | 8.2k | 62.06 |
| 2023-12-31 | $491k | 8.7k | 56.40 |
| 2023-09-30 | $407k | 8.0k | 50.60 |
| 2023-06-30 | $935k | 18k | 52.37 |
| 2023-03-31 | $350k | 7.2k | 48.37 |
| 2022-12-31 | $319k | 7.1k | 45.15 |
| 2022-09-30 | $299k | 7.1k | 42.29 |
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