Schwab Strategic Tr us lrg cap etf shares owned by UMA Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $515k | 23k | 22.89 |
| 2024-06-30 | $278k | 4.2k | 66.82 |
| 2024-03-31 | $641k | 11k | 59.64 |
| 2023-12-31 | $658k | 12k | 57.34 |
| 2023-09-30 | $585k | 11k | 51.14 |
| 2023-06-30 | $601k | 11k | 52.50 |
| 2023-03-31 | $558k | 11k | 48.87 |
| 2022-12-31 | $539k | 11k | 47.35 |
| 2022-09-30 | $511k | 11k | 44.75 |
| 2022-06-30 | $547k | 11k | 48.64 |
| 2022-03-31 | $566k | 11k | 50.98 |
| 2021-12-31 | $647k | 5.8k | 111.42 |
| 2021-09-30 | $635k | 5.9k | 108.20 |
| 2021-06-30 | $660k | 6.2k | 105.72 |
| 2021-03-31 | $1.2M | 12k | 98.53 |
| 2020-12-31 | $1.6M | 17k | 95.59 |
| 2020-09-30 | $1.3M | 17k | 79.62 |
| 2020-06-30 | $1.4M | 17k | 80.59 |
| 2020-03-31 | $1.1M | 17k | 66.43 |
| 2019-12-31 | $2.0M | 26k | 78.34 |
| 2019-09-30 | $2.0M | 26k | 74.97 |
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