Schwab Strategic Tr us lrg cap etf shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth 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 TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $570k | 8.4k | 67.85 |
| 2024-06-30 | $434k | 6.8k | 64.25 |
| 2024-03-31 | $422k | 6.8k | 62.06 |
| 2023-12-31 | $1.0M | 19k | 56.40 |
| 2023-09-30 | $936k | 19k | 50.60 |
| 2023-06-30 | $442k | 8.4k | 52.37 |
| 2023-03-31 | $380k | 7.9k | 48.37 |
| 2022-12-31 | $493k | 11k | 45.15 |
| 2022-09-30 | $497k | 12k | 42.36 |
| 2022-06-30 | $491k | 11k | 44.64 |
| 2022-03-31 | $580k | 11k | 53.83 |
| 2021-12-31 | $650k | 5.7k | 113.78 |
| 2021-09-30 | $594k | 5.7k | 103.97 |
| 2021-06-30 | $594k | 5.7k | 103.99 |
| 2021-03-31 | $548k | 5.7k | 95.94 |
| 2020-12-31 | $514k | 5.7k | 90.91 |
| 2020-09-30 | $456k | 5.7k | 80.67 |
| 2020-06-30 | $419k | 5.7k | 74.13 |
| 2020-03-31 | $346k | 5.7k | 61.22 |
| 2019-12-31 | $434k | 5.7k | 76.80 |
| 2019-09-30 | $401k | 5.6k | 70.99 |
| 2019-06-30 | $227k | 3.2k | 70.08 |
| 2019-03-31 | $252k | 3.7k | 67.67 |
| 2018-12-31 | $96k | 1.6k | 60.00 |
| 2018-09-30 | $10k | 150 | 66.67 |
| 2018-06-30 | $10k | 150 | 66.67 |
| 2018-03-31 | $25k | 398 | 62.81 |
| 2017-03-31 | $3.0k | 60 | 50.00 |
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