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Schwab Strategic Tr cmn shares owned by Lenox Wealth Management

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

Historical chart of Lenox 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 Lenox 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 Lenox Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $111k 2.2k 49.82
2020-03-31 $95k 2.1k 44.25
2019-12-31 $131k 2.2k 60.04
2019-09-30 $58k 1.0k 56.59
2019-06-30 $40k 717 55.79
2019-03-31 $4.0k 67 59.70