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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Zimmermann Investment Management & Planning consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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