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Schwab Strategic Tr us lrg cap etf shares owned by Plan

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

Historical chart of Plan 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 Plan 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 Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 38k 56.40
2023-09-30 $2.0M 39k 50.60
2023-06-30 $1.6M 30k 52.37
2023-03-31 $1.4M 30k 48.37
2022-12-31 $1.3M 30k 45.15
2022-09-30 $1.3M 31k 42.35
2022-06-30 $1.4M 31k 44.67
2022-03-31 $1.7M 31k 53.84
2021-12-31 $1.8M 16k 113.83
2021-09-30 $1.7M 16k 104.03
2021-06-30 $210k 2.0k 104.06