Winthrop Advisory Group »

Schwab Strategic Tr us lrg cap etf shares owned by Winthrop Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Winthrop Advisory Group from 13F filings

Historical chart of Winthrop Advisory Group 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 Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 64k 67.85
2024-06-30 $4.2M 65k 64.25
2024-03-31 $4.1M 66k 62.06
2023-12-31 $3.9M 69k 56.40
2023-09-30 $3.5M 70k 50.60
2023-06-30 $3.7M 70k 52.37
2023-03-31 $3.5M 72k 48.37
2022-12-31 $3.2M 71k 45.15
2022-09-30 $2.3M 54k 42.35