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Schwab Strategic Tr us lrg cap etf shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 66k 56.40
2023-09-30 $3.0M 59k 50.61
2023-06-30 $3.0M 58k 52.37
2023-03-31 $2.8M 58k 48.38
2022-12-31 $2.6M 58k 45.15
2022-09-30 $2.4M 58k 42.35
2022-06-30 $226k 5.0k 44.76
2022-03-31 $274k 5.1k 53.78
2021-12-31 $290k 2.5k 113.90
2021-09-30 $224k 2.2k 104.09
2021-06-30 $234k 2.3k 104.00
2021-03-31 $324k 3.4k 96.00