Schwab Strategic Tr us lrg cap etf shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 341k | 67.85 |
| 2024-06-30 | $22M | 335k | 64.25 |
| 2024-03-31 | $21M | 330k | 62.06 |
| 2023-12-31 | $19M | 344k | 56.40 |
| 2023-09-30 | $21M | 406k | 50.60 |
| 2023-06-30 | $21M | 395k | 52.37 |
| 2023-03-31 | $19M | 394k | 48.37 |
| 2022-12-31 | $18M | 391k | 45.15 |
| 2022-09-30 | $15M | 352k | 42.35 |
| 2022-06-30 | $16M | 358k | 44.66 |
| 2022-03-31 | $19M | 354k | 53.85 |
| 2021-12-31 | $17M | 152k | 113.82 |
| 2021-09-30 | $16M | 150k | 104.03 |
| 2021-06-30 | $14M | 136k | 103.97 |
| 2021-03-31 | $11M | 119k | 96.03 |
| 2020-12-31 | $9.6M | 105k | 90.95 |
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