Schwab Strategic Tr us lrg cap etf shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 327k | 56.40 |
| 2023-09-30 | $16M | 313k | 50.60 |
| 2023-06-30 | $17M | 321k | 52.37 |
| 2023-03-31 | $15M | 314k | 48.37 |
| 2022-12-31 | $9.0M | 200k | 45.15 |
| 2022-09-30 | $8.3M | 195k | 42.35 |
| 2022-06-30 | $8.5M | 189k | 44.66 |
| 2022-03-31 | $9.9M | 184k | 53.85 |
| 2021-12-31 | $10M | 90k | 113.82 |
| 2021-09-30 | $9.1M | 88k | 104.03 |
| 2021-06-30 | $9.1M | 88k | 103.97 |
| 2021-03-31 | $7.8M | 81k | 96.03 |
| 2020-12-31 | $6.7M | 74k | 90.95 |
| 2020-09-30 | $5.6M | 70k | 80.63 |
| 2020-06-30 | $5.0M | 67k | 74.10 |
| 2020-03-31 | $3.3M | 54k | 61.26 |
| 2019-12-31 | $3.6M | 47k | 76.81 |
| 2019-09-30 | $2.6M | 37k | 70.92 |
| 2019-06-30 | $1.7M | 25k | 70.21 |
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