Schwab Strategic Tr us lrg cap etf shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital 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 Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 147k | 26.48 |
| 2025-06-30 | $2.8M | 113k | 24.73 |
| 2025-03-31 | $2.4M | 112k | 21.08 |
| 2024-12-31 | $709k | 31k | 23.02 |
| 2024-09-30 | $690k | 10k | 67.19 |
| 2024-06-30 | $3.2M | 48k | 66.21 |
| 2024-03-31 | $2.9M | 47k | 61.64 |
| 2023-12-31 | $2.6M | 46k | 56.28 |
| 2023-09-30 | $501k | 9.8k | 51.14 |
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