Schwab Strategic Tr cmn shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph 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 Monograph 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 Monograph Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.3M | 18k | 70.10 |
2023-09-30 | $1.2M | 18k | 64.46 |
2023-06-30 | $1.2M | 18k | 67.09 |
2023-03-31 | $1.2M | 18k | 65.58 |
2022-12-31 | $1.2M | 18k | 66.04 |
2022-09-30 | $1.0M | 18k | 58.51 |
2022-06-30 | $1.1M | 18k | 62.42 |
2022-03-31 | $1.3M | 18k | 71.40 |
2021-12-31 | $1.3M | 18k | 73.24 |