Schwab Strategic Tr us lrg cap etf shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 19k | 62.06 |
| 2023-12-31 | $1.1M | 19k | 56.40 |
| 2023-09-30 | $974k | 19k | 50.60 |
| 2023-06-30 | $1.0M | 20k | 52.37 |
| 2023-03-31 | $890k | 18k | 48.37 |
| 2022-12-31 | $905k | 20k | 45.15 |
| 2022-09-30 | $849k | 20k | 42.34 |
| 2022-06-30 | $978k | 22k | 44.65 |
| 2022-03-31 | $1.2M | 22k | 53.83 |
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