Schwab Strategic Tr cmn shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 28k | 75.98 |
| 2023-12-31 | $1.7M | 25k | 70.10 |
| 2023-09-30 | $837k | 13k | 64.46 |
| 2023-06-30 | $865k | 13k | 67.09 |
| 2023-03-31 | $1.1M | 17k | 65.58 |
| 2022-12-31 | $407k | 6.2k | 66.03 |
| 2022-09-30 | $378k | 6.5k | 58.46 |
| 2022-06-30 | $424k | 6.8k | 62.49 |
| 2022-03-31 | $614k | 8.6k | 71.38 |
| 2021-12-31 | $574k | 7.8k | 73.28 |
| 2021-09-30 | $554k | 8.2k | 67.48 |
| 2021-06-30 | $442k | 6.5k | 68.32 |