Schwab Strategic Tr us lrg cap etf shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 94k | 62.06 |
| 2023-12-31 | $7.5M | 133k | 56.40 |
| 2023-09-30 | $6.8M | 135k | 50.60 |
| 2023-06-30 | $8.1M | 154k | 52.37 |
| 2023-03-31 | $6.5M | 134k | 48.37 |
| 2022-12-31 | $6.1M | 135k | 45.15 |
| 2022-09-30 | $5.8M | 138k | 42.35 |
| 2022-06-30 | $6.0M | 135k | 44.66 |
| 2022-03-31 | $4.7M | 88k | 53.85 |
| 2021-12-31 | $5.0M | 44k | 113.83 |
| 2021-09-30 | $3.9M | 38k | 104.02 |
| 2021-06-30 | $4.1M | 39k | 103.98 |
| 2021-03-31 | $4.2M | 43k | 96.04 |
| 2020-12-31 | $4.1M | 45k | 90.96 |
| 2020-09-30 | $4.6M | 56k | 80.62 |
| 2020-06-30 | $4.5M | 61k | 74.10 |
| 2020-03-31 | $3.9M | 59k | 66.17 |
| 2019-12-31 | $1.2M | 15k | 77.28 |
| 2019-09-30 | $982k | 14k | 71.40 |
| 2019-06-30 | $956k | 14k | 70.22 |
| 2019-03-31 | $940k | 13k | 69.89 |
| 2018-12-31 | $871k | 14k | 63.57 |
| 2018-09-30 | $1.0M | 15k | 69.54 |
| 2018-06-30 | $886k | 14k | 63.06 |
| 2018-03-31 | $886k | 14k | 63.06 |
| 2017-12-31 | $899k | 14k | 63.75 |
| 2017-09-30 | $1.7M | 29k | 60.04 |
| 2017-06-30 | $1.7M | 29k | 57.76 |
| 2017-03-31 | $1.7M | 30k | 56.27 |
| 2016-12-31 | $1.7M | 31k | 56.91 |
| 2016-06-30 | $1.6M | 32k | 49.77 |
| 2016-03-31 | $1.9M | 38k | 50.05 |
| 2015-12-31 | $2.0M | 42k | 48.57 |
| 2015-09-30 | $1.9M | 41k | 45.77 |
| 2015-06-30 | $1.8M | 37k | 49.31 |
| 2015-03-31 | $1.4M | 28k | 49.55 |
| 2014-12-31 | $1.3M | 27k | 49.03 |
| 2014-09-30 | $1.1M | 24k | 46.99 |
| 2014-06-30 | $1.1M | 24k | 46.82 |
| 2014-03-31 | $795k | 18k | 44.73 |
| 2013-12-31 | $793k | 18k | 44.07 |
| 2011-09-30 | $5.8M | 138k | 42.35 |
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