Schwab Strategic Tr cmn shares owned by NEXT Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $2.2M | 30k | 73.21 |
| 2021-09-30 | $1.5M | 22k | 67.58 |
| 2021-06-30 | $1.5M | 22k | 68.18 |
| 2021-03-31 | $1.4M | 21k | 65.27 |
| 2020-12-31 | $1.1M | 18k | 59.54 |
| 2020-09-30 | $593k | 11k | 52.19 |
| 2020-06-30 | $619k | 12k | 50.11 |
| 2020-03-31 | $352k | 8.0k | 44.24 |
| 2019-12-31 | $702k | 12k | 60.12 |
| 2019-09-30 | $508k | 9.0k | 56.71 |
| 2019-06-30 | $1.0M | 19k | 56.16 |
| 2018-12-31 | $665k | 14k | 49.29 |
| 2017-09-30 | $35k | 669 | 52.32 |
| 2017-06-30 | $34k | 669 | 50.82 |
| 2017-03-31 | $33k | 669 | 49.33 |
| 2016-12-31 | $32k | 669 | 47.83 |
| 2016-09-30 | $30k | 669 | 44.84 |
| 2016-06-30 | $29k | 669 | 43.35 |
| 2016-03-31 | $28k | 669 | 41.85 |
| 2015-12-31 | $28k | 669 | 41.85 |
| 2015-09-30 | $26k | 669 | 38.86 |
| 2015-06-30 | $28k | 669 | 41.85 |
| 2015-03-31 | $28k | 669 | 41.85 |
| 2014-12-31 | $30k | 669 | 44.84 |