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Schwab Strategic Tr us lrg cap etf shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 113k 56.40
2023-09-30 $5.4M 107k 50.60
2023-06-30 $4.3M 83k 52.37
2023-03-31 $3.8M 79k 48.37
2022-12-31 $3.5M 77k 45.15
2022-09-30 $2.9M 69k 42.35
2022-06-30 $2.8M 63k 44.66
2022-03-31 $3.0M 55k 53.85
2021-12-31 $1.9M 17k 113.81
2021-09-30 $1.6M 15k 104.05