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
Download as csv Download as ExcelQuarterly 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 |