Schwab Strategic Tr us lrg cap etf shares owned by Marietta Investment Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Marietta Investment Partners
from 13F filings
Historical chart of Marietta Investment Partners 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 Marietta Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $837k | 14k | 62.06 |
| 2023-09-30 | $638k | 13k | 50.60 |
| 2023-06-30 | $659k | 13k | 52.37 |
| 2023-03-31 | $623k | 13k | 48.37 |
| 2022-12-31 | $568k | 13k | 45.15 |
| 2022-09-30 | $502k | 11k | 44.47 |
| 2022-06-30 | $500k | 11k | 44.66 |
| 2022-03-31 | $671k | 13k | 53.86 |
| 2021-12-31 | $702k | 6.2k | 113.81 |
| 2021-09-30 | $687k | 6.6k | 104.06 |
| 2021-06-30 | $584k | 5.6k | 103.91 |
| 2021-03-31 | $500k | 5.2k | 96.08 |
| 2020-12-31 | $458k | 5.0k | 90.91 |
| 2020-09-30 | $376k | 4.7k | 80.62 |
| 2020-06-30 | $277k | 3.7k | 74.10 |
| 2020-03-31 | $208k | 3.4k | 61.16 |
| 2019-12-31 | $246k | 3.2k | 76.68 |
| 2019-09-30 | $209k | 2.9k | 70.97 |
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