Schwab Strategic Tr cmn shares owned by Apella Capital
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 3.0k | 74.91 |
| 2023-12-31 | $210k | 3.0k | 69.64 |
| 2023-06-30 | $202k | 3.0k | 67.09 |
| 2022-03-31 | $215k | 3.0k | 71.48 |
| 2021-12-31 | $264k | 3.6k | 73.17 |
| 2021-09-30 | $243k | 3.6k | 67.35 |
| 2021-06-30 | $247k | 3.6k | 68.46 |