Schwab Strategic Tr us lrg cap etf shares owned by Stonebridge Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Stonebridge Capital Advisors
from 13F filings
Historical chart of Stonebridge Capital 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 Stonebridge Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 11k | 26.34 |
| 2025-06-30 | $256k | 11k | 24.44 |
| 2025-03-31 | $282k | 13k | 22.08 |
| 2024-12-31 | $242k | 11k | 23.18 |
| 2024-09-30 | $237k | 3.5k | 67.85 |
| 2023-12-31 | $237k | 4.2k | 56.40 |
| 2023-09-30 | $306k | 6.1k | 50.60 |
| 2023-06-30 | $317k | 6.1k | 52.37 |
| 2023-03-31 | $22k | 458 | 48.37 |
| 2022-12-31 | $32k | 704 | 45.15 |
| 2022-06-30 | $6.0k | 140 | 42.86 |
| 2022-03-31 | $7.0k | 65 | 107.69 |
| 2021-12-31 | $7.0k | 65 | 107.69 |
| 2021-09-30 | $7.0k | 65 | 107.69 |
| 2021-06-30 | $6.0k | 65 | 92.31 |
| 2021-03-31 | $6.0k | 65 | 92.31 |
| 2020-06-30 | $5.0k | 65 | 76.92 |
| 2020-03-31 | $4.0k | 65 | 61.54 |
| 2019-12-31 | $5.0k | 65 | 76.92 |
| 2019-09-30 | $5.0k | 65 | 76.92 |
| 2019-06-30 | $75k | 1.1k | 70.42 |
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