Schwab Strategic Tr us lrg cap etf shares owned by Wilbanks Smith & Thomas Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wilbanks Smith & Thomas Asset Management
from 13F filings
Historical chart of Wilbanks Smith & Thomas Asset Management investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap etf held by Wilbanks Smith & Thomas Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Wilbanks Smith & Thomas Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 21k | 62.06 |
2023-12-31 | $1.2M | 21k | 56.40 |
2023-09-30 | $1.1M | 22k | 50.60 |
2023-06-30 | $1.2M | 22k | 52.37 |
2023-03-31 | $1.0M | 21k | 48.37 |
2022-12-31 | $938k | 21k | 45.15 |
2022-09-30 | $856k | 20k | 42.34 |
2022-06-30 | $904k | 20k | 44.66 |
2022-03-31 | $585k | 12k | 49.48 |
2021-12-31 | $1.1M | 10k | 113.81 |
2021-09-30 | $1.0M | 10k | 104.05 |
2021-06-30 | $1.1M | 10k | 103.96 |
2021-03-31 | $981k | 10k | 96.04 |
2020-12-31 | $1.0M | 11k | 90.97 |
2020-09-30 | $877k | 11k | 80.63 |
2020-06-30 | $796k | 11k | 74.13 |
2020-03-31 | $639k | 10k | 61.35 |
2019-12-31 | $812k | 11k | 76.84 |
2019-09-30 | $735k | 10k | 70.95 |
2019-06-30 | $698k | 9.9k | 70.21 |
2019-03-31 | $626k | 9.3k | 67.57 |
2018-12-31 | $554k | 9.3k | 59.69 |
2018-09-30 | $289k | 4.1k | 69.67 |
2018-06-30 | $263k | 4.0k | 65.02 |
2018-03-31 | $240k | 3.8k | 63.04 |
2015-12-31 | $240k | 4.9k | 48.58 |
2015-09-30 | $226k | 4.9k | 45.75 |
2015-06-30 | $251k | 5.1k | 49.41 |
2015-03-31 | $253k | 5.1k | 49.56 |
2014-12-31 | $1.1M | 22k | 49.03 |
2014-09-30 | $1.3M | 27k | 46.98 |
2014-06-30 | $943k | 20k | 46.83 |
2014-03-31 | $1.1M | 24k | 44.72 |
2013-12-31 | $1.5M | 33k | 44.07 |
2013-09-30 | $1.6M | 39k | 40.21 |
2013-06-30 | $2.0M | 52k | 38.18 |
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