Schwab Strategic Tr us lrg cap etf shares owned by NorthRock Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by NorthRock Partners
from 13F filings
Historical chart of NorthRock 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 NorthRock Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 90k | 62.06 |
| 2023-12-31 | $5.9M | 105k | 56.40 |
| 2023-09-30 | $7.6M | 149k | 50.60 |
| 2023-06-30 | $653k | 13k | 52.37 |
| 2023-03-31 | $610k | 13k | 48.37 |
| 2022-12-31 | $563k | 13k | 45.15 |
| 2022-09-30 | $691k | 16k | 42.36 |
| 2022-06-30 | $728k | 16k | 44.63 |
| 2022-03-31 | $911k | 17k | 53.86 |
| 2021-12-31 | $946k | 8.3k | 113.77 |
| 2021-09-30 | $847k | 8.1k | 103.99 |
| 2021-06-30 | $847k | 8.1k | 103.99 |
| 2021-03-31 | $749k | 7.8k | 95.98 |
| 2020-12-31 | $580k | 6.4k | 90.92 |
| 2020-09-30 | $513k | 6.4k | 80.65 |
| 2020-06-30 | $472k | 6.4k | 74.13 |
| 2019-09-30 | $202k | 2.8k | 71.05 |
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