Schwab Strategic Tr us lrg cap etf shares owned by Stewart and Patten
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Stewart and Patten
from 13F filings
Historical chart of Stewart and Patten 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 Stewart and Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $485k | 7.8k | 62.06 |
| 2023-12-31 | $445k | 7.9k | 56.40 |
| 2023-09-30 | $403k | 8.0k | 50.60 |
| 2023-06-30 | $422k | 8.1k | 52.37 |
| 2023-03-31 | $433k | 9.0k | 48.37 |
| 2022-12-31 | $436k | 9.7k | 45.15 |
| 2022-09-30 | $420k | 9.9k | 42.34 |
| 2022-06-30 | $442k | 9.9k | 44.68 |
| 2022-03-31 | $538k | 10k | 53.84 |
| 2021-12-31 | $571k | 5.0k | 113.81 |
| 2021-09-30 | $546k | 5.3k | 103.96 |
| 2021-06-30 | $545k | 5.2k | 103.97 |
| 2021-03-31 | $528k | 5.5k | 96.05 |
| 2020-12-31 | $493k | 5.4k | 90.99 |
| 2020-09-30 | $400k | 5.0k | 80.63 |
| 2020-06-30 | $365k | 4.9k | 74.16 |
| 2020-03-31 | $328k | 5.4k | 61.21 |
| 2019-12-31 | $365k | 4.8k | 76.71 |
| 2019-09-30 | $330k | 4.7k | 70.97 |
| 2019-06-30 | $316k | 4.5k | 70.19 |
| 2019-03-31 | $302k | 4.5k | 67.61 |
| 2018-12-31 | $263k | 4.4k | 59.61 |
| 2018-09-30 | $295k | 4.2k | 69.59 |
| 2018-06-30 | $275k | 4.2k | 65.04 |
| 2018-03-31 | $267k | 4.2k | 63.15 |
| 2017-12-31 | $265k | 4.2k | 63.69 |
| 2017-09-30 | $249k | 4.1k | 60.09 |
| 2017-06-30 | $238k | 4.1k | 57.67 |
| 2017-03-31 | $223k | 4.0k | 56.30 |
| 2016-12-31 | $220k | 4.1k | 53.22 |
| 2016-09-30 | $203k | 3.9k | 51.58 |
| 2015-09-30 | $220k | 4.8k | 45.80 |
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