Schwab Strategic Tr us lrg cap etf shares owned by Trivant Custom Portfolio Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Trivant Custom Portfolio Group
from 13F filings
Historical chart of Trivant Custom Portfolio Group 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 Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Trivant Custom Portfolio Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $109k | 1.6k | 67.85 |
| 2024-06-30 | $103k | 1.6k | 64.25 |
| 2024-03-31 | $99k | 1.6k | 62.06 |
| 2023-12-31 | $90k | 1.6k | 56.40 |
| 2023-09-30 | $81k | 1.6k | 50.60 |
| 2023-06-30 | $84k | 1.6k | 52.37 |
| 2023-03-31 | $77k | 1.6k | 48.37 |
More positions owned by Trivant Custom Portfolio Group
View all positions for Trivant Custom Portfolio Group
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf