Schwab Strategic Tr cmn shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 32k | 75.98 |
| 2023-12-31 | $2.2M | 32k | 70.10 |
| 2023-09-30 | $2.1M | 32k | 64.46 |
| 2023-06-30 | $2.1M | 32k | 67.09 |
| 2023-03-31 | $2.0M | 31k | 65.58 |
| 2022-12-31 | $2.0M | 31k | 66.02 |
| 2022-09-30 | $1.9M | 32k | 58.51 |
| 2022-06-30 | $2.1M | 33k | 62.43 |
| 2022-03-31 | $2.5M | 35k | 71.39 |
| 2021-12-31 | $2.5M | 35k | 73.23 |
| 2021-09-30 | $2.4M | 36k | 67.48 |
| 2021-06-30 | $2.4M | 36k | 68.37 |
| 2021-03-31 | $2.4M | 37k | 65.29 |
| 2020-12-31 | $2.4M | 41k | 59.52 |
| 2020-09-30 | $2.2M | 42k | 52.20 |
| 2020-06-30 | $2.3M | 45k | 50.12 |
| 2020-03-31 | $2.0M | 45k | 44.27 |
| 2019-12-31 | $2.5M | 42k | 60.11 |
| 2019-09-30 | $2.4M | 43k | 56.73 |
| 2019-06-30 | $2.4M | 42k | 56.13 |
| 2019-03-31 | $2.1M | 38k | 54.73 |
| 2018-12-31 | $979k | 20k | 49.28 |
| 2018-09-30 | $1.3M | 23k | 56.08 |
| 2018-06-30 | $1.2M | 23k | 53.13 |
| 2018-03-31 | $1.1M | 22k | 52.86 |
| 2017-12-31 | $1.2M | 22k | 54.69 |