Schwab Strategic Tr cmn shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by BCS Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.0M | 28k | 70.08 |
2023-09-30 | $1.8M | 28k | 64.45 |
2023-03-31 | $2.2M | 34k | 65.57 |
2022-12-31 | $1.8M | 27k | 66.03 |
2022-09-30 | $1.6M | 28k | 58.51 |
2022-06-30 | $1.7M | 28k | 62.44 |
2022-03-31 | $2.0M | 27k | 71.40 |
2021-12-31 | $2.5M | 34k | 73.23 |
2021-09-30 | $1.9M | 28k | 67.47 |
2021-06-30 | $1.9M | 27k | 68.38 |
2021-03-31 | $2.0M | 31k | 65.27 |
2020-12-31 | $1.9M | 32k | 59.52 |
2020-09-30 | $1.7M | 32k | 52.19 |
2020-06-30 | $1.8M | 37k | 50.12 |
2020-03-31 | $1.5M | 35k | 44.26 |
2019-12-31 | $1.0M | 17k | 60.11 |