Schwab Strategic Tr us lrg cap etf shares owned by Financial Counselors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Financial Counselors
from 13F filings
Historical chart of Financial Counselors 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 Financial Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 43k | 62.06 |
| 2023-12-31 | $2.4M | 43k | 56.40 |
| 2023-09-30 | $2.2M | 43k | 50.60 |
| 2023-06-30 | $2.5M | 47k | 52.37 |
| 2023-03-31 | $2.2M | 46k | 48.38 |
| 2022-12-31 | $2.0M | 45k | 45.14 |
| 2022-09-30 | $1.8M | 44k | 42.35 |
| 2022-06-30 | $2.0M | 44k | 44.67 |
| 2022-03-31 | $2.4M | 44k | 53.84 |
| 2021-12-31 | $2.5M | 22k | 113.84 |
| 2021-09-30 | $2.0M | 19k | 104.04 |
| 2021-06-30 | $1.9M | 18k | 103.96 |
| 2021-03-31 | $1.7M | 18k | 96.01 |
| 2020-12-31 | $1.7M | 18k | 90.95 |
| 2020-09-30 | $1.5M | 18k | 80.65 |
| 2020-06-30 | $1.4M | 18k | 74.12 |
| 2020-03-31 | $1.1M | 18k | 61.22 |
| 2019-12-31 | $1.4M | 18k | 76.80 |
| 2019-09-30 | $1.3M | 18k | 70.93 |
| 2019-06-30 | $1.3M | 18k | 70.17 |
| 2019-03-31 | $1.2M | 18k | 67.59 |
| 2018-12-31 | $1.1M | 18k | 59.69 |
| 2018-09-30 | $1.2M | 17k | 69.54 |
| 2018-06-30 | $1.1M | 17k | 65.00 |
| 2018-03-31 | $953k | 15k | 63.05 |
| 2017-12-31 | $964k | 15k | 63.78 |
| 2017-09-30 | $984k | 16k | 60.05 |
| 2017-06-30 | $946k | 16k | 57.74 |
| 2017-03-31 | $922k | 16k | 56.27 |
| 2016-12-31 | $908k | 17k | 53.29 |
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