Schwab Strategic Tr us lrg cap etf shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 66k | 23.18 |
| 2024-09-30 | $1.5M | 22k | 67.85 |
| 2024-06-30 | $1.4M | 22k | 64.25 |
| 2024-03-31 | $1.4M | 22k | 62.06 |
| 2023-12-31 | $1.3M | 23k | 56.40 |
| 2023-09-30 | $1.1M | 22k | 50.60 |
| 2023-06-30 | $1.1M | 21k | 52.37 |
| 2023-03-31 | $1.0M | 21k | 48.37 |
| 2022-12-31 | $960k | 21k | 45.15 |
| 2022-09-30 | $951k | 21k | 44.76 |
| 2022-06-30 | $953k | 21k | 44.86 |
| 2022-03-31 | $1.7M | 31k | 53.84 |
| 2021-12-31 | $1.8M | 16k | 113.79 |
| 2021-09-30 | $1.1M | 11k | 104.07 |
| 2021-06-30 | $1.1M | 11k | 103.94 |
| 2021-03-31 | $1.0M | 11k | 96.05 |
| 2020-12-31 | $923k | 10k | 90.92 |
| 2020-09-30 | $937k | 12k | 80.65 |
| 2020-06-30 | $890k | 12k | 74.07 |
| 2020-03-31 | $736k | 12k | 61.22 |
| 2019-12-31 | $895k | 12k | 76.77 |
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