Schwab Strategic Tr us lrg cap etf shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett 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 WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 32k | 62.06 |
| 2023-12-31 | $2.0M | 35k | 56.40 |
| 2023-09-30 | $1.8M | 35k | 50.60 |
| 2023-06-30 | $1.9M | 37k | 52.37 |
| 2023-03-31 | $1.8M | 38k | 48.37 |
| 2022-12-31 | $1.9M | 41k | 45.15 |
| 2022-09-30 | $1.7M | 41k | 42.35 |
| 2022-06-30 | $1.9M | 42k | 44.67 |
| 2022-03-31 | $2.6M | 49k | 53.85 |
| 2021-12-31 | $3.2M | 28k | 113.82 |
| 2021-09-30 | $2.9M | 28k | 104.04 |
| 2021-06-30 | $2.9M | 28k | 103.99 |
| 2021-03-31 | $2.9M | 30k | 96.04 |
| 2020-12-31 | $2.7M | 30k | 90.96 |
| 2020-09-30 | $2.2M | 28k | 80.64 |
| 2020-06-30 | $1.9M | 26k | 74.08 |
| 2020-03-31 | $1.5M | 25k | 61.26 |
| 2019-12-31 | $1.8M | 24k | 76.81 |
| 2019-09-30 | $1.7M | 24k | 70.92 |
| 2019-06-30 | $1.5M | 21k | 70.18 |
| 2019-03-31 | $1.4M | 20k | 67.60 |
| 2018-12-31 | $654k | 11k | 59.71 |
| 2018-09-30 | $1.7M | 25k | 69.56 |
| 2018-06-30 | $705k | 11k | 65.01 |
| 2018-03-31 | $463k | 7.3k | 63.02 |
| 2017-12-31 | $366k | 5.7k | 63.79 |
| 2017-09-30 | $256k | 4.3k | 59.95 |
| 2017-06-30 | $182k | 3.2k | 57.67 |
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