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Schwab Strategic Tr cmn shares owned by Schrum Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Schrum Private Wealth Management from 13F filings

Historical chart of Schrum Private Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Schrum Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $407k 5.4k 75.98
2023-12-31 $376k 5.4k 70.10
2023-09-30 $345k 5.4k 64.46
2023-06-30 $359k 5.4k 67.09
2023-03-31 $351k 5.4k 65.58
2022-12-31 $353k 5.4k 66.03
2022-09-30 $313k 5.3k 58.52
2022-06-30 $241k 3.9k 62.32
2022-03-31 $313k 4.6k 68.49
2021-12-31 $311k 4.3k 72.97