Schwab Strategic Tr us lrg cap etf shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. 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 Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 19k | 67.85 |
| 2024-03-31 | $1.2M | 19k | 62.06 |
| 2023-09-30 | $951k | 19k | 50.60 |
| 2023-06-30 | $1.0M | 19k | 52.37 |
| 2023-03-31 | $984k | 20k | 48.37 |
| 2022-12-31 | $920k | 20k | 45.15 |
| 2022-09-30 | $864k | 20k | 42.34 |
| 2022-06-30 | $911k | 20k | 44.64 |
| 2022-03-31 | $824k | 15k | 53.83 |
| 2021-12-31 | $871k | 7.7k | 113.80 |
| 2021-09-30 | $796k | 7.7k | 104.00 |
| 2021-06-30 | $733k | 7.1k | 103.91 |
| 2021-03-31 | $677k | 7.1k | 95.97 |
| 2020-12-31 | $642k | 7.1k | 91.01 |
| 2020-09-30 | $569k | 7.1k | 80.66 |
| 2020-06-30 | $523k | 7.1k | 74.14 |
| 2020-03-31 | $410k | 6.7k | 61.23 |
| 2019-12-31 | $249k | 3.2k | 76.73 |
| 2019-09-30 | $230k | 3.2k | 70.88 |
| 2019-06-30 | $213k | 3.0k | 70.25 |
| 2019-03-31 | $410k | 6.1k | 67.61 |
| 2017-09-30 | $295k | 4.9k | 59.96 |
| 2017-06-30 | $284k | 4.9k | 57.72 |
| 2017-03-31 | $277k | 4.9k | 56.30 |
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