Schwab Strategic Tr us lrg cap etf shares owned by Winfield Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Winfield Associates
from 13F filings
Historical chart of Winfield Associates 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 Winfield Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $206k | 3.8k | 53.74 |
| 2021-12-31 | $218k | 1.9k | 113.72 |
| 2019-06-30 | $220k | 3.1k | 70.04 |
| 2019-03-31 | $212k | 3.1k | 67.49 |
| 2018-09-30 | $212k | 3.0k | 69.71 |
| 2018-06-30 | $212k | 3.3k | 64.91 |
| 2018-03-31 | $206k | 3.3k | 63.07 |
| 2017-12-31 | $59k | 916 | 64.41 |
| 2017-09-30 | $55k | 916 | 60.04 |
| 2017-06-30 | $53k | 916 | 57.86 |
| 2017-03-31 | $57k | 1.0k | 56.10 |
| 2016-12-31 | $54k | 1.0k | 53.15 |
| 2016-09-30 | $52k | 1.0k | 52.00 |
| 2016-06-30 | $50k | 1.0k | 50.00 |
| 2016-03-31 | $49k | 1.0k | 49.00 |
| 2015-12-31 | $49k | 1.0k | 49.00 |
| 2015-09-30 | $185k | 4.1k | 45.67 |
| 2015-06-30 | $49k | 1.0k | 49.00 |
| 2015-03-31 | $50k | 1.0k | 50.00 |
| 2014-12-31 | $39k | 800 | 48.75 |
| 2014-09-30 | $38k | 800 | 47.50 |
| 2014-06-30 | $37k | 800 | 46.25 |
| 2014-03-31 | $31k | 700 | 44.29 |
| 2013-12-31 | $31k | 700 | 44.29 |
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