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Schwab Strategic Tr us lrg cap etf shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary 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 Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 42k 67.85
2024-06-30 $2.7M 41k 64.25
2024-03-31 $2.4M 38k 62.06
2023-12-31 $2.0M 36k 56.40
2023-09-30 $1.7M 33k 50.60
2023-06-30 $1.5M 28k 52.37
2023-03-31 $1.3M 28k 48.37
2022-12-31 $1.2M 26k 45.16
2022-09-30 $899k 21k 42.35
2022-06-30 $930k 21k 44.68
2022-03-31 $1.1M 21k 53.85
2021-12-31 $950k 8.3k 113.84
2021-09-30 $762k 7.3k 104.00
2021-06-30 $613k 5.9k 103.95
2021-03-31 $699k 7.3k 96.10
2020-12-31 $801k 8.8k 90.92
2020-09-30 $919k 11k 80.63
2020-06-30 $807k 11k 74.09
2020-03-31 $7.8M 127k 61.25
2019-12-31 $13M 170k 76.81