Schwab Strategic Tr us lrg cap etf shares owned by Westmount Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount 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 Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 105k | 26.44 |
| 2025-06-30 | $2.6M | 105k | 24.44 |
| 2025-03-31 | $2.3M | 105k | 22.08 |
| 2024-12-31 | $727k | 31k | 23.18 |
| 2024-09-30 | $252k | 3.7k | 67.85 |
| 2024-06-30 | $201k | 3.1k | 64.44 |
| 2024-03-31 | $316k | 5.1k | 62.06 |
| 2023-12-31 | $394k | 7.0k | 56.40 |
| 2023-09-30 | $354k | 7.0k | 50.60 |
| 2023-06-30 | $366k | 7.0k | 52.37 |
| 2023-03-31 | $357k | 7.4k | 48.37 |
| 2022-12-31 | $333k | 7.4k | 45.15 |
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