Schwab Strategic Tr us lrg cap etf shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth 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 Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $725k | 11k | 67.85 |
| 2024-06-30 | $687k | 11k | 64.25 |
| 2024-03-31 | $663k | 11k | 62.06 |
| 2023-12-31 | $512k | 9.1k | 56.40 |
| 2023-09-30 | $554k | 11k | 50.60 |
| 2023-06-30 | $573k | 11k | 52.37 |
| 2023-03-31 | $529k | 11k | 48.37 |
| 2022-12-31 | $318k | 7.0k | 45.15 |
Top funds holding Schwab Strategic Tr us lrg cap etf
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