Schwab Strategic Tr us lrg cap etf shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors 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 Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $7.9M | 70k | 113.82 |
| 2021-09-30 | $7.5M | 72k | 104.03 |
| 2021-06-30 | $7.5M | 73k | 103.97 |
| 2021-03-31 | $7.1M | 73k | 96.04 |
| 2020-12-31 | $6.7M | 74k | 90.94 |
| 2020-09-30 | $6.0M | 74k | 80.63 |
| 2020-06-30 | $5.1M | 68k | 74.10 |
| 2020-03-31 | $4.2M | 68k | 61.24 |
| 2019-12-31 | $5.2M | 68k | 76.80 |
| 2019-09-30 | $5.0M | 70k | 70.93 |
| 2019-06-30 | $4.8M | 69k | 70.20 |
| 2019-03-31 | $4.5M | 66k | 67.61 |
| 2018-12-31 | $3.7M | 62k | 59.70 |
| 2018-09-30 | $4.2M | 60k | 69.57 |
| 2018-06-30 | $3.6M | 55k | 64.99 |
| 2018-03-31 | $3.5M | 55k | 63.08 |
| 2017-12-31 | $3.2M | 50k | 63.77 |
| 2017-09-30 | $3.1M | 52k | 60.04 |
| 2017-06-30 | $2.8M | 49k | 57.77 |
| 2017-03-31 | $2.9M | 51k | 56.26 |
| 2016-12-31 | $2.7M | 51k | 53.26 |
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