Schwab Strategic Tr us lrg cap etf shares owned by Westshore Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth 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 Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $312k | 4.9k | 64.24 |
| 2024-03-31 | $301k | 4.9k | 62.05 |
| 2023-12-31 | $273k | 4.8k | 56.40 |
| 2023-09-30 | $244k | 4.8k | 50.60 |
| 2023-06-30 | $251k | 4.8k | 52.37 |
| 2023-03-31 | $231k | 4.8k | 48.37 |
| 2022-12-31 | $215k | 4.8k | 45.15 |
| 2022-09-30 | $201k | 4.7k | 42.40 |
| 2022-06-30 | $211k | 4.7k | 44.69 |
| 2022-03-31 | $253k | 4.7k | 53.81 |
| 2021-12-31 | $267k | 2.3k | 113.91 |
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