Schwab Strategic Tr us lrg cap etf shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.9M | 76k | 64.25 |
| 2024-03-31 | $4.6M | 74k | 62.06 |
| 2023-12-31 | $5.6M | 100k | 56.40 |
| 2023-09-30 | $2.2M | 43k | 50.60 |
| 2023-06-30 | $2.1M | 41k | 52.37 |
| 2023-03-31 | $1.9M | 39k | 48.37 |
| 2022-12-31 | $3.0M | 67k | 45.15 |
| 2022-09-30 | $1.5M | 36k | 42.36 |
| 2022-06-30 | $1.6M | 36k | 44.66 |
| 2022-03-31 | $1.8M | 34k | 53.86 |
| 2021-12-31 | $1.8M | 16k | 113.81 |
| 2021-09-30 | $1.5M | 15k | 104.01 |
| 2021-06-30 | $1.4M | 14k | 103.98 |
| 2021-03-31 | $1.3M | 13k | 96.06 |
| 2020-12-31 | $832k | 9.2k | 90.93 |
| 2020-09-30 | $1.1M | 13k | 80.63 |
| 2020-06-30 | $1.0M | 14k | 74.13 |
| 2020-03-31 | $812k | 13k | 61.24 |
| 2019-12-31 | $1.1M | 15k | 76.81 |
| 2019-09-30 | $1.0M | 15k | 70.96 |
| 2019-06-30 | $1.1M | 16k | 70.18 |
| 2019-03-31 | $1.2M | 17k | 67.63 |
| 2018-12-31 | $1.0M | 17k | 59.72 |
| 2018-09-30 | $1.1M | 16k | 69.56 |
| 2018-06-30 | $1.1M | 17k | 64.96 |
| 2018-03-31 | $1.1M | 17k | 63.09 |
| 2017-12-31 | $732k | 12k | 63.76 |
| 2017-09-30 | $661k | 11k | 60.00 |
| 2017-06-30 | $710k | 12k | 57.76 |
| 2017-03-31 | $683k | 12k | 56.30 |
| 2016-12-31 | $650k | 12k | 53.23 |
| 2016-09-30 | $577k | 11k | 51.61 |
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