Schwab Strategic Tr us lrg cap etf shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 247k | 26.34 |
| 2025-06-30 | $6.1M | 250k | 24.44 |
| 2025-03-31 | $1.3M | 58k | 22.08 |
| 2024-12-31 | $1.4M | 59k | 23.18 |
| 2023-09-30 | $1.6M | 33k | 50.60 |
| 2022-12-31 | $1.6M | 32k | 48.85 |
| 2022-09-30 | $1.4M | 31k | 46.20 |
| 2022-03-31 | $1.1M | 23k | 49.00 |
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