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Schwab Strategic Tr cmn shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 23k 78.25
2023-12-31 $2.1M 29k 71.66
2023-09-30 $1.9M 29k 65.46
2023-06-30 $1.8M 27k 67.09
2023-03-31 $1.9M 29k 65.58
2022-12-31 $2.4M 37k 66.02
2022-09-30 $3.9M 68k 58.25
2022-06-30 $4.8M 77k 62.41
2022-03-31 $5.3M 74k 71.38
2021-12-31 $4.9M 68k 73.21
2021-09-30 $4.1M 61k 67.48
2021-06-30 $3.6M 53k 68.37
2021-03-31 $3.1M 47k 65.16
2020-12-31 $2.2M 36k 59.86
2020-09-30 $1.6M 30k 52.21
2020-06-30 $1.3M 27k 50.11
2020-03-31 $1.3M 30k 44.27
2019-12-31 $2.5M 41k 60.13
2019-09-30 $2.2M 40k 56.73
2019-06-30 $1.8M 32k 56.13
2019-03-31 $1.1M 21k 54.75
2018-12-31 $27k 1.6k 17.15
2018-09-30 $89k 1.6k 56.09