Schwab Strategic Tr cmn shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $784k | 10k | 75.98 |
| 2023-12-31 | $718k | 10k | 70.10 |
| 2023-09-30 | $660k | 10k | 64.46 |
| 2023-06-30 | $697k | 10k | 67.09 |
| 2023-03-31 | $682k | 10k | 65.58 |
| 2022-12-31 | $686k | 10k | 66.02 |
| 2022-09-30 | $642k | 10k | 61.78 |
| 2022-06-30 | $654k | 11k | 62.41 |
| 2022-03-31 | $767k | 11k | 73.19 |
| 2021-12-31 | $767k | 11k | 73.19 |
| 2021-09-30 | $707k | 11k | 67.47 |
| 2021-06-30 | $716k | 11k | 68.33 |
| 2021-03-31 | $684k | 11k | 65.27 |
| 2020-12-31 | $623k | 11k | 59.45 |
| 2020-09-30 | $578k | 11k | 52.17 |
| 2020-06-30 | $627k | 13k | 50.06 |
| 2020-03-31 | $1.3M | 30k | 44.24 |
| 2019-12-31 | $2.4M | 40k | 60.11 |
| 2019-09-30 | $2.3M | 40k | 56.71 |
| 2019-06-30 | $2.2M | 40k | 56.13 |
| 2019-03-31 | $2.0M | 36k | 54.74 |
| 2018-12-31 | $1.6M | 32k | 49.28 |