Schwab Strategic Tr cmn shares owned by Patton Albertson & Miller
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Patton Albertson & Miller
from 13F filings
Historical chart of Patton Albertson & Miller investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Patton Albertson & Miller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $460k | 6.1k | 75.98 |
| 2023-12-31 | $425k | 6.1k | 70.10 |
| 2023-09-30 | $391k | 6.1k | 64.46 |
| 2023-06-30 | $454k | 6.8k | 67.09 |
| 2023-03-31 | $948k | 15k | 65.58 |
| 2022-12-31 | $968k | 15k | 66.02 |
| 2022-09-30 | $858k | 15k | 58.50 |
| 2022-06-30 | $916k | 15k | 62.45 |
| 2022-03-31 | $1.0M | 15k | 71.38 |
| 2021-12-31 | $1.1M | 16k | 73.20 |
| 2021-09-30 | $1.1M | 16k | 67.46 |
| 2021-06-30 | $1.1M | 16k | 68.39 |
| 2021-03-31 | $1.0M | 16k | 65.31 |
| 2020-12-31 | $991k | 16k | 62.63 |
| 2020-09-30 | $862k | 17k | 52.17 |
| 2020-06-30 | $838k | 17k | 50.14 |
| 2020-03-31 | $740k | 17k | 44.28 |
| 2019-12-31 | $1.1M | 18k | 60.10 |
| 2019-09-30 | $1.0M | 18k | 56.71 |
| 2019-06-30 | $937k | 17k | 55.35 |