Schwab Strategic Tr us lrg cap etf shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth 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 VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 45k | 62.06 |
| 2023-12-31 | $2.5M | 45k | 56.40 |
| 2023-09-30 | $2.3M | 45k | 50.60 |
| 2023-06-30 | $2.5M | 47k | 52.37 |
| 2023-03-31 | $2.3M | 47k | 48.37 |
| 2022-12-31 | $2.1M | 47k | 45.15 |
| 2022-09-30 | $2.0M | 47k | 42.34 |
| 2022-06-30 | $2.1M | 47k | 44.66 |
| 2022-03-31 | $2.1M | 40k | 53.84 |
| 2021-12-31 | $2.3M | 20k | 113.81 |
| 2021-09-30 | $2.1M | 20k | 104.02 |
| 2021-06-30 | $2.2M | 21k | 103.99 |
| 2021-03-31 | $2.8M | 29k | 96.05 |
| 2020-12-31 | $2.7M | 29k | 90.95 |
| 2020-09-30 | $2.5M | 31k | 80.65 |
| 2020-06-30 | $2.5M | 34k | 74.10 |
| 2020-03-31 | $2.3M | 38k | 61.25 |
| 2019-12-31 | $6.0M | 79k | 76.81 |
| 2019-09-30 | $5.3M | 75k | 70.93 |
| 2019-06-30 | $5.4M | 78k | 70.19 |
| 2019-03-31 | $3.5M | 51k | 67.62 |
| 2018-12-31 | $2.7M | 45k | 59.70 |
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