Schwab Strategic Tr us lrg cap etf shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 30k | 26.34 |
| 2025-06-30 | $727k | 30k | 24.44 |
| 2025-03-31 | $657k | 30k | 22.08 |
| 2024-12-31 | $690k | 30k | 23.18 |
| 2024-09-30 | $673k | 9.9k | 67.85 |
| 2024-06-30 | $637k | 9.9k | 64.25 |
| 2024-03-31 | $452k | 7.3k | 62.06 |
| 2023-12-31 | $410k | 7.3k | 56.40 |
| 2023-09-30 | $368k | 7.3k | 50.60 |
| 2023-06-30 | $381k | 7.3k | 52.37 |
| 2023-03-31 | $391k | 8.1k | 48.37 |
| 2022-12-31 | $365k | 8.1k | 45.15 |
| 2022-09-30 | $342k | 8.1k | 42.35 |
| 2022-06-30 | $404k | 9.1k | 44.64 |
| 2022-03-31 | $450k | 9.1k | 49.48 |
| 2021-12-31 | $543k | 4.8k | 113.72 |
| 2021-09-30 | $494k | 4.8k | 103.96 |
| 2021-06-30 | $501k | 4.8k | 103.94 |
| 2021-03-31 | $482k | 4.8k | 100.00 |
| 2020-12-31 | $445k | 4.8k | 92.32 |
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