Schwab Strategic Tr cmn shares owned by Capital Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.3M | 110k | 75.98 |
| 2023-12-31 | $7.8M | 111k | 70.10 |
| 2023-09-30 | $7.2M | 111k | 64.46 |
| 2023-06-30 | $7.4M | 110k | 67.09 |
| 2023-03-31 | $7.3M | 112k | 65.58 |
| 2022-12-31 | $7.7M | 117k | 66.02 |
| 2022-09-30 | $6.8M | 117k | 58.51 |
| 2022-06-30 | $7.3M | 117k | 62.42 |
| 2022-03-31 | $8.3M | 117k | 71.39 |
| 2021-12-31 | $8.4M | 115k | 73.23 |
| 2021-09-30 | $7.5M | 110k | 67.48 |
| 2021-06-30 | $7.4M | 108k | 68.37 |
| 2021-03-31 | $7.1M | 108k | 65.28 |
| 2020-12-31 | $6.3M | 106k | 59.53 |