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Schwab Strategic Tr us lrg cap etf shares owned by Thrive Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Thrive Wealth Management from 13F filings

Historical chart of Thrive Wealth Management 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 Thrive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 59k 67.85
2024-06-30 $3.8M 59k 64.25
2024-03-31 $3.6M 57k 62.06
2023-12-31 $1.8M 33k 56.40
2023-09-30 $546k 11k 50.60
2023-06-30 $505k 9.6k 52.37
2023-03-31 $509k 11k 48.37
2022-12-31 $477k 11k 45.15
2022-09-30 $389k 9.2k 42.32
2022-06-30 $430k 9.6k 44.65
2022-03-31 $759k 14k 53.87
2021-12-31 $519k 4.6k 113.79