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Schwab Strategic Tr cmn shares owned by Fortress Wealth Management

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

Historical chart of Fortress Wealth 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 Fortress Wealth 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 Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 31k 75.98
2023-12-31 $3.2M 46k 70.10
2023-09-30 $3.1M 48k 64.46
2023-06-30 $3.5M 52k 67.09
2023-03-31 $3.5M 54k 65.58
2022-12-31 $3.7M 55k 66.02
2022-09-30 $3.7M 62k 58.50
2022-06-30 $4.5M 72k 62.43
2022-03-31 $6.8M 96k 71.39
2021-12-31 $6.5M 88k 73.22