Schwab Strategic Tr us lrg cap etf shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory 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 Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $796k | 12k | 67.85 |
| 2024-06-30 | $753k | 12k | 64.25 |
| 2024-03-31 | $728k | 12k | 62.06 |
| 2023-12-31 | $661k | 12k | 56.40 |
| 2023-09-30 | $593k | 12k | 50.60 |
| 2023-06-30 | $614k | 12k | 52.37 |
| 2023-03-31 | $567k | 12k | 48.37 |
| 2022-12-31 | $529k | 12k | 45.15 |
| 2022-09-30 | $616k | 15k | 42.34 |
| 2022-06-30 | $650k | 15k | 44.68 |
| 2022-03-31 | $751k | 14k | 53.88 |
| 2021-12-31 | $780k | 6.9k | 113.85 |
| 2021-09-30 | $713k | 6.9k | 104.07 |
| 2021-06-30 | $712k | 6.9k | 103.93 |
| 2021-03-31 | $648k | 6.8k | 95.99 |
| 2020-12-31 | $614k | 6.8k | 90.95 |
| 2020-09-30 | $544k | 6.8k | 80.58 |
| 2020-06-30 | $500k | 6.8k | 74.06 |
| 2020-03-31 | $416k | 6.8k | 61.29 |
| 2019-12-31 | $521k | 6.8k | 76.76 |
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