Schwab Strategic Tr us lrg cap etf shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group 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 Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 26k | 67.85 |
| 2024-06-30 | $1.2M | 19k | 64.25 |
| 2024-03-31 | $939k | 15k | 62.06 |
| 2023-12-31 | $853k | 15k | 56.40 |
| 2023-09-30 | $785k | 16k | 50.60 |
| 2023-06-30 | $813k | 16k | 52.37 |
| 2023-03-31 | $750k | 16k | 48.37 |
| 2022-12-31 | $701k | 16k | 45.15 |
| 2022-09-30 | $676k | 16k | 42.33 |
| 2022-06-30 | $807k | 18k | 44.68 |
| 2022-03-31 | $1.1M | 20k | 53.87 |
| 2021-12-31 | $1.2M | 10k | 113.85 |
| 2021-09-30 | $964k | 9.3k | 104.06 |
| 2021-06-30 | $1.4M | 13k | 103.96 |
| 2021-03-31 | $723k | 7.5k | 95.97 |
| 2020-12-31 | $728k | 8.0k | 90.91 |
| 2020-09-30 | $587k | 7.3k | 80.58 |
| 2020-06-30 | $540k | 7.3k | 74.12 |
| 2020-03-31 | $499k | 8.1k | 61.29 |
| 2019-12-31 | $1.1M | 15k | 76.78 |
| 2019-09-30 | $1.1M | 15k | 70.92 |
| 2019-06-30 | $1.2M | 17k | 70.17 |
| 2019-03-31 | $1.1M | 17k | 67.64 |
| 2018-12-31 | $3.9M | 66k | 59.70 |
| 2012-06-30 | $0 | 10 | 0.00 |
| 2012-03-31 | $0 | 10 | 0.00 |
| 2011-12-31 | $0 | 10 | 0.00 |
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