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Schwab Strategic Tr us lrg cap etf shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital 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 Tradewinds Capital 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $964k 16k 62.06
2023-12-31 $30M 531k 56.40
2023-09-30 $239k 4.7k 50.60
2023-06-30 $247k 4.7k 52.37
2023-03-31 $229k 4.7k 48.37
2022-12-31 $423k 9.4k 45.15
2022-09-30 $377k 8.9k 42.37
2022-06-30 $326k 7.3k 44.61
2022-03-31 $30M 556k 53.85
2021-12-31 $29M 256k 113.82
2021-09-30 $244k 2.3k 104.05
2021-06-30 $259k 2.5k 103.93
2021-03-31 $243k 2.5k 95.97
2020-12-31 $246k 2.7k 90.84
2020-09-30 $3.0M 38k 80.62
2020-06-30 $265k 3.6k 73.98
2020-03-31 $235k 3.8k 61.26
2019-12-31 $25M 321k 76.81
2019-09-30 $8.6M 121k 70.93
2019-06-30 $14M 201k 70.19
2019-03-31 $212k 3.1k 67.49
2018-12-31 $12M 199k 59.70
2018-09-30 $1.6M 23k 69.56
2018-06-30 $288k 4.4k 64.92
2018-03-31 $12M 194k 63.08
2017-12-31 $1.2M 19k 63.81
2017-09-30 $329k 5.5k 59.96
2017-06-30 $9.7M 167k 57.77
2017-03-31 $195k 3.5k 56.36
2016-12-31 $171k 3.2k 53.27
2016-09-30 $157k 3.0k 51.75
2016-06-30 $146k 2.9k 49.90
2016-03-31 $143k 2.9k 48.89
2015-12-31 $21k 425 49.41
2015-09-30 $10k 224 44.64
2015-06-30 $14k 283 49.47
2015-03-31 $9.0k 178 50.56
2014-12-31 $9.0k 177 50.85
2014-09-30 $8.0k 176 45.45
2014-06-30 $8.0k 176 45.45
2014-03-31 $8.0k 175 45.71