Schwab Strategic Tr cmn shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Joule Financial 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 Joule Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $801k | 11k | 70.10 |
2023-09-30 | $726k | 11k | 64.46 |
2023-06-30 | $766k | 11k | 67.09 |
2023-03-31 | $764k | 12k | 65.58 |
2022-12-31 | $769k | 12k | 66.02 |
2022-09-30 | $682k | 12k | 58.51 |
2022-06-30 | $740k | 12k | 62.44 |