Schwab Strategic Tr us lrg cap etf shares owned by Zimmermann Investment Management & Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Zimmermann Investment Management & Planning
from 13F filings
Historical chart of Zimmermann Investment Management & Planning 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 Zimmermann Investment Management & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 33k | 67.85 |
| 2024-06-30 | $2.1M | 33k | 64.25 |
| 2024-03-31 | $2.2M | 36k | 62.06 |
| 2023-12-31 | $2.2M | 38k | 56.40 |
| 2023-09-30 | $2.0M | 39k | 50.60 |
| 2023-06-30 | $2.1M | 41k | 52.37 |
| 2023-03-31 | $1.0M | 21k | 48.37 |
| 2022-12-31 | $905k | 20k | 45.15 |
| 2022-09-30 | $1.3M | 31k | 42.34 |
| 2022-06-30 | $1.4M | 32k | 44.65 |
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