Schwab Strategic Tr cmn shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 298k | 70.10 |
| 2023-09-30 | $19M | 298k | 64.46 |
| 2023-06-30 | $21M | 307k | 67.09 |
| 2023-03-31 | $20M | 301k | 65.58 |
| 2022-12-31 | $20M | 308k | 66.02 |
| 2022-09-30 | $18M | 308k | 58.51 |
| 2022-06-30 | $20M | 315k | 62.42 |
| 2022-03-31 | $23M | 316k | 71.39 |
| 2021-12-31 | $22M | 304k | 73.22 |
| 2021-09-30 | $20M | 289k | 67.48 |
| 2021-06-30 | $19M | 280k | 68.37 |
| 2021-03-31 | $18M | 276k | 65.28 |
| 2020-12-31 | $16M | 266k | 59.53 |
| 2020-09-30 | $13M | 244k | 52.19 |
| 2020-06-30 | $11M | 226k | 50.11 |
| 2020-03-31 | $10M | 233k | 44.27 |
| 2019-12-31 | $15M | 244k | 60.12 |
| 2019-09-30 | $13M | 234k | 56.73 |
| 2019-06-30 | $13M | 231k | 56.14 |
| 2019-03-31 | $12M | 212k | 54.74 |
| 2018-12-31 | $10M | 205k | 49.29 |