Schwab Strategic Tr us lrg cap etf shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners 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 Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $179M | 3.2M | 56.40 |
| 2023-09-30 | $169M | 3.3M | 50.60 |
| 2023-06-30 | $179M | 3.4M | 52.37 |
| 2023-03-31 | $168M | 3.5M | 48.37 |
| 2022-12-31 | $160M | 3.5M | 45.15 |
| 2022-09-30 | $148M | 3.5M | 42.35 |
| 2022-06-30 | $141M | 3.2M | 44.66 |
| 2022-03-31 | $132M | 2.4M | 53.85 |
| 2021-12-31 | $96M | 842k | 113.82 |
| 2021-09-30 | $87M | 839k | 104.03 |
| 2021-06-30 | $92M | 887k | 103.97 |
| 2021-03-31 | $83M | 859k | 96.03 |
| 2020-12-31 | $84M | 918k | 90.95 |
| 2020-09-30 | $66M | 822k | 80.63 |
| 2020-06-30 | $60M | 812k | 74.10 |
| 2020-03-31 | $42M | 689k | 61.25 |
| 2019-12-31 | $32M | 421k | 76.81 |
| 2019-09-30 | $8.6M | 122k | 70.93 |
| 2019-06-30 | $7.8M | 111k | 70.19 |
| 2019-03-31 | $5.1M | 75k | 67.61 |
| 2018-12-31 | $4.5M | 75k | 59.70 |
| 2018-09-30 | $6.4M | 92k | 69.56 |
| 2018-06-30 | $4.5M | 69k | 64.99 |
| 2018-03-31 | $3.0M | 54k | 56.27 |
| 2017-12-31 | $3.4M | 54k | 63.79 |
| 2017-09-30 | $3.2M | 53k | 60.04 |
| 2017-06-30 | $2.9M | 50k | 57.76 |
| 2017-03-31 | $3.0M | 54k | 56.27 |
| 2016-12-31 | $608k | 11k | 53.27 |
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