Piershale Financial Group, Inc. / SCHX
Piershale Financial Group, Inc.’s Schwab Strategic Tr Position
Does Piershale Financial Group, Inc. own Schwab Strategic Tr (SCHX)? Yes — 305.5K shares worth $16M (+10.19% of its 13F portfolio) as of Q2 2023, up from 300 shares the prior filed quarter.
Position Value
$16M
Q2 2023
Shares
305.5K
% of Portfolio
+10.19%
Quarters Held
14
currently held
Position History SCHX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 305.5K | $16M | +10.19% |
| Q1 2023 | 300 | $14,511 | +0.01% |
| Q4 2022 | 400 | $18,060 | +0.01% |
| Q4 2021 | 569.7K | $65M | +24.73% |
| Q3 2021 | 274.8K | $29M | +11.78% |
| Q2 2021 | 212.1K | $22M | +8.68% |
| Q1 2021 | 227.7K | $22M | +9.46% |
| Q4 2020 | 552.9K | $50M | +24.15% |
| Q3 2020 | 600.0K | $48M | +27.82% |
| Q2 2020 | 498.3K | $37M | +21.50% |
| Q4 2019 | 571.4K | $44M | +23.41% |
| Q3 2019 | 633.0K | $45M | +25.39% |
| Q2 2019 | 605.0K | $42M | +24.22% |
| Q1 2019 | 475.6K | $32M | +19.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Piershale Financial Group, Inc.’s full portfolio or all institutional holders of SCHX.