Schwab Strategic Tr us lrg cap etf shares owned by True North Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.6M | 220k | 25.64 |
| 2025-06-30 | $5.9M | 243k | 24.44 |
| 2025-03-31 | $6.6M | 301k | 22.08 |
| 2024-09-30 | $655k | 9.7k | 67.85 |
| 2024-06-30 | $620k | 9.7k | 64.25 |
| 2024-03-31 | $681k | 11k | 62.06 |
| 2023-12-31 | $827k | 15k | 56.40 |
| 2023-09-30 | $920k | 18k | 50.60 |
| 2023-06-30 | $1.0M | 20k | 52.37 |
| 2022-09-30 | $2.2M | 51k | 42.33 |
| 2022-06-30 | $1.5M | 35k | 44.66 |
| 2022-03-31 | $1.8M | 33k | 53.83 |
| 2021-12-31 | $1.7M | 15k | 113.80 |
| 2021-09-30 | $1.6M | 15k | 104.03 |
| 2021-06-30 | $841k | 8.1k | 103.96 |
| 2020-12-31 | $452k | 5.0k | 90.91 |
| 2020-09-30 | $407k | 5.1k | 80.45 |
| 2020-06-30 | $377k | 5.1k | 74.05 |
Top funds holding Schwab Strategic Tr us lrg cap etf
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