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Schwab Strategic Tr us lrg cap etf shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $397k 9.4k 42.32
2022-06-30 $419k 9.4k 44.66
2022-03-31 $452k 8.4k 53.81
2021-12-31 $483k 4.2k 113.86
2021-09-30 $428k 4.1k 103.96
2021-06-30 $337k 3.2k 104.11
2021-03-31 $311k 3.2k 96.08
2020-12-31 $294k 3.2k 90.82
2020-09-30 $261k 3.2k 80.63
2020-06-30 $240k 3.2k 74.14
2020-03-31 $258k 4.2k 61.18
2019-12-31 $324k 4.2k 76.83
2019-09-30 $299k 4.2k 70.90