Schwab Strategic Tr us lrg cap etf shares owned by Successful Portfolios
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios 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 Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 23k | 62.06 |
| 2023-12-31 | $1.3M | 24k | 56.40 |
| 2023-09-30 | $1.2M | 23k | 50.60 |
| 2023-06-30 | $1.3M | 26k | 52.37 |
| 2023-03-31 | $4.1M | 84k | 48.37 |
| 2022-12-31 | $3.6M | 80k | 45.16 |
| 2022-09-30 | $3.5M | 82k | 42.36 |
| 2022-06-30 | $3.5M | 79k | 44.66 |
| 2022-03-31 | $4.2M | 78k | 53.86 |
| 2021-12-31 | $3.7M | 33k | 113.83 |
| 2021-09-30 | $3.2M | 31k | 104.05 |
| 2021-06-30 | $3.3M | 31k | 103.96 |
| 2021-03-31 | $2.3M | 24k | 96.02 |
| 2020-12-31 | $1.7M | 19k | 90.96 |
| 2020-09-30 | $1.5M | 19k | 80.61 |
| 2020-06-30 | $1.3M | 18k | 74.08 |
| 2020-03-31 | $1.5M | 25k | 61.24 |
| 2019-12-31 | $1.3M | 17k | 76.79 |
| 2019-09-30 | $1.0M | 15k | 70.92 |
| 2019-06-30 | $993k | 14k | 70.20 |
| 2019-03-31 | $949k | 14k | 67.61 |
| 2018-12-31 | $803k | 14k | 59.69 |
| 2018-09-30 | $1.2M | 17k | 69.58 |
| 2018-06-30 | $1.1M | 17k | 64.99 |
| 2018-03-31 | $994k | 16k | 63.10 |
| 2017-12-31 | $494k | 7.7k | 63.82 |
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