Schwab Strategic Tr cmn shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Financial Synergies 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 Financial Synergies Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $84k | 1.1k | 75.98 |
2023-12-31 | $72k | 1.1k | 66.00 |
2023-09-30 | $71k | 1.1k | 64.46 |
2023-06-30 | $74k | 1.1k | 67.09 |
2023-03-31 | $72k | 1.1k | 65.60 |
2022-12-31 | $72k | 1.1k | 66.00 |
2022-09-30 | $63k | 1.1k | 58.53 |
2022-06-30 | $67k | 1.1k | 62.43 |
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