Schwab Strategic Tr cmn shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 192k | 75.98 |
| 2023-12-31 | $14M | 196k | 70.10 |
| 2023-09-30 | $11M | 177k | 64.46 |
| 2023-06-30 | $12M | 180k | 67.09 |
| 2023-03-31 | $12M | 176k | 65.58 |
| 2022-12-31 | $11M | 164k | 66.02 |
| 2022-09-30 | $10M | 174k | 58.51 |
| 2022-06-30 | $11M | 179k | 62.42 |
| 2022-03-31 | $13M | 180k | 71.39 |
| 2021-12-31 | $14M | 185k | 73.22 |
| 2021-09-30 | $12M | 176k | 67.48 |
| 2021-06-30 | $12M | 170k | 68.84 |
| 2021-03-31 | $11M | 163k | 65.28 |
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