Schwab Strategic Tr us lrg cap etf shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management 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 Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 290k | 62.06 |
| 2023-12-31 | $16M | 289k | 56.40 |
| 2023-09-30 | $15M | 287k | 50.60 |
| 2023-06-30 | $15M | 283k | 52.37 |
| 2023-03-31 | $14M | 279k | 48.37 |
| 2022-09-30 | $10M | 244k | 42.35 |
| 2022-06-30 | $11M | 249k | 45.50 |
| 2022-03-31 | $12M | 239k | 50.82 |
| 2021-12-31 | $14M | 119k | 113.82 |
| 2021-09-30 | $11M | 109k | 104.03 |
| 2021-06-30 | $11M | 102k | 107.05 |
| 2021-03-31 | $9.4M | 98k | 96.03 |
| 2020-12-31 | $8.8M | 94k | 93.64 |
| 2020-09-30 | $7.1M | 88k | 80.64 |
| 2020-06-30 | $5.3M | 72k | 74.10 |
| 2020-03-31 | $3.9M | 63k | 61.25 |
| 2019-12-31 | $6.1M | 79k | 76.81 |
| 2019-09-30 | $5.4M | 76k | 70.92 |
| 2019-06-30 | $5.0M | 71k | 70.18 |
| 2019-03-31 | $4.4M | 65k | 67.61 |
| 2018-12-31 | $3.6M | 60k | 59.68 |
| 2018-09-30 | $3.2M | 46k | 69.54 |
| 2018-06-30 | $3.0M | 46k | 64.98 |
| 2018-03-31 | $2.6M | 41k | 63.07 |
| 2017-12-31 | $2.5M | 40k | 63.78 |
| 2017-09-30 | $2.2M | 37k | 60.04 |
| 2017-06-30 | $2.0M | 34k | 57.77 |
| 2017-03-31 | $1.7M | 31k | 56.24 |
| 2016-12-31 | $1.5M | 29k | 53.25 |
| 2016-09-30 | $895k | 17k | 51.56 |
| 2016-06-30 | $380k | 7.6k | 49.74 |
| 2016-03-31 | $318k | 6.5k | 48.71 |
| 2015-12-31 | $306k | 6.3k | 48.56 |
| 2015-09-30 | $284k | 6.2k | 45.62 |
| 2015-06-30 | $305k | 6.2k | 49.21 |
| 2015-03-31 | $305k | 6.2k | 49.43 |
| 2014-12-31 | $293k | 6.0k | 49.03 |
| 2014-09-30 | $271k | 5.8k | 46.85 |
| 2014-06-30 | $269k | 5.8k | 46.68 |
| 2014-03-31 | $253k | 5.7k | 44.68 |
| 2013-12-31 | $243k | 5.5k | 43.94 |
| 2013-09-30 | $226k | 5.6k | 40.15 |
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