Schwab Strategic Tr us lrg cap etf shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 80k | 67.85 |
| 2024-06-30 | $5.2M | 80k | 64.25 |
| 2024-03-31 | $5.0M | 81k | 62.06 |
| 2023-12-31 | $4.7M | 84k | 56.40 |
| 2023-09-30 | $3.8M | 76k | 50.60 |
| 2023-06-30 | $3.9M | 75k | 52.37 |
| 2023-03-31 | $3.4M | 70k | 48.37 |
| 2022-12-31 | $2.6M | 58k | 45.15 |
| 2022-09-30 | $468k | 11k | 42.35 |
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