Schwab Strategic Tr cmn shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by JFS 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 JFS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $217k | 2.9k | 75.99 |
2023-12-31 | $199k | 2.8k | 70.10 |
2023-09-30 | $183k | 2.8k | 64.46 |
2023-06-30 | $191k | 2.8k | 67.09 |
2023-03-31 | $187k | 2.8k | 65.58 |
2022-12-31 | $191k | 2.9k | 66.02 |
2022-09-30 | $169k | 2.9k | 58.38 |
2022-06-30 | $177k | 2.8k | 62.59 |
2022-03-31 | $203k | 2.8k | 71.40 |
2021-12-31 | $209k | 2.9k | 73.23 |
2021-09-30 | $205k | 3.0k | 67.35 |
2021-06-30 | $200k | 2.9k | 68.49 |
2021-03-31 | $244k | 3.7k | 65.15 |
2020-12-31 | $246k | 4.1k | 59.43 |
2020-09-30 | $201k | 3.8k | 52.30 |
2020-06-30 | $250k | 5.0k | 50.18 |
2020-03-31 | $205k | 4.6k | 44.32 |
2019-12-31 | $278k | 4.6k | 60.11 |
2019-09-30 | $214k | 3.8k | 56.67 |
2019-06-30 | $204k | 3.6k | 56.26 |
2019-03-31 | $110k | 2.0k | 54.75 |
2018-12-31 | $99k | 2.0k | 49.28 |
2018-09-30 | $87k | 1.6k | 55.81 |
2018-06-30 | $28k | 535 | 52.34 |
2018-03-31 | $28k | 535 | 52.34 |
2017-12-31 | $29k | 535 | 54.21 |
2017-09-30 | $21k | 412 | 50.97 |