Schwab Strategic Tr cmn shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $30k | 425 | 70.10 |
| 2023-09-30 | $27k | 425 | 64.46 |
| 2023-06-30 | $29k | 425 | 67.09 |
| 2023-03-31 | $28k | 425 | 65.58 |
| 2022-12-31 | $28k | 425 | 66.02 |
| 2022-09-30 | $25k | 425 | 58.82 |
| 2022-06-30 | $27k | 425 | 63.53 |
| 2022-03-31 | $30k | 425 | 70.59 |
| 2021-12-31 | $31k | 425 | 72.94 |
| 2021-09-30 | $29k | 425 | 68.24 |
| 2021-06-30 | $29k | 425 | 68.24 |
| 2021-03-31 | $28k | 425 | 65.88 |
| 2020-12-31 | $25k | 425 | 58.82 |
| 2020-09-30 | $22k | 425 | 51.76 |
| 2020-06-30 | $21k | 425 | 49.41 |
| 2020-03-31 | $19k | 425 | 44.71 |
| 2019-12-31 | $41k | 682 | 60.12 |
| 2019-09-30 | $39k | 682 | 57.18 |
| 2019-06-30 | $38k | 682 | 55.72 |
| 2019-03-31 | $37k | 682 | 54.25 |
| 2018-12-31 | $34k | 682 | 49.85 |
| 2018-09-30 | $38k | 682 | 55.72 |
| 2018-06-30 | $36k | 682 | 52.79 |
| 2018-03-31 | $36k | 682 | 52.79 |
| 2017-12-31 | $37k | 682 | 54.25 |
| 2017-09-30 | $35k | 682 | 51.32 |
More positions owned by Mark Sheptoff Financial Planning
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