Schwab Strategic Tr us lrg cap etf shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap etf held by Summit Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Summit Place Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.6M | 54k | 67.85 |
2024-06-30 | $3.8M | 59k | 64.25 |
2024-03-31 | $3.8M | 61k | 62.06 |
2023-12-31 | $3.4M | 61k | 56.40 |
2023-09-30 | $3.1M | 61k | 50.60 |
2023-06-30 | $3.2M | 62k | 52.37 |
2023-03-31 | $3.0M | 61k | 48.37 |
2022-12-31 | $2.0M | 45k | 45.15 |
2022-09-30 | $1.9M | 44k | 42.35 |
2022-06-30 | $1.9M | 42k | 44.65 |
2022-03-31 | $2.0M | 38k | 53.85 |
2021-12-31 | $2.2M | 19k | 113.82 |
2021-09-30 | $2.4M | 23k | 104.03 |
2021-06-30 | $2.4M | 23k | 103.97 |
2021-03-31 | $2.2M | 24k | 90.97 |
2020-12-31 | $2.2M | 24k | 90.97 |
2020-09-30 | $2.0M | 25k | 80.64 |
2020-06-30 | $1.8M | 24k | 74.12 |
2020-03-31 | $1.4M | 23k | 61.26 |
2019-12-31 | $1.7M | 22k | 76.79 |
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