Schwab Strategic Tr us lrg cap etf shares owned by Vision Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Vision Capital Management
from 13F filings
Historical chart of Vision Capital Management investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Vision Capital Management 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 Vision Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 29k | 56.40 |
| 2023-09-30 | $1.5M | 29k | 50.60 |
| 2023-06-30 | $1.6M | 31k | 52.37 |
| 2023-03-31 | $1.5M | 31k | 48.37 |
| 2022-12-31 | $1.4M | 32k | 45.15 |
| 2022-09-30 | $1.7M | 41k | 42.36 |
| 2022-06-30 | $1.8M | 40k | 44.66 |
| 2022-03-31 | $1.4M | 25k | 53.83 |
| 2021-12-31 | $1.3M | 12k | 113.83 |
| 2021-09-30 | $1.2M | 12k | 104.01 |
| 2021-06-30 | $1.1M | 11k | 104.01 |
| 2021-03-31 | $1.1M | 11k | 96.00 |
| 2020-12-31 | $1.0M | 11k | 90.93 |
| 2020-09-30 | $808k | 10k | 80.59 |
| 2020-06-30 | $760k | 10k | 74.15 |
| 2020-03-31 | $428k | 7.0k | 61.20 |
| 2019-06-30 | $213k | 3.0k | 70.09 |
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