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Schwab Strategic Tr cmn shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $858k 11k 75.98
2023-12-31 $792k 11k 70.10
2023-09-30 $744k 12k 64.46
2023-06-30 $311k 4.6k 67.09
2022-12-31 $269k 4.1k 66.02
2018-03-31 $504k 9.5k 52.80
2017-12-31 $522k 9.5k 54.69