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Schwab Strategic Tr cmn shares owned by True North Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by True North Advisors from 13F filings

Historical chart of True North Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by True North Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by True North Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 30k 75.98
2023-12-31 $2.6M 37k 70.10
2023-09-30 $2.1M 33k 64.46
2023-06-30 $2.7M 41k 67.09
2022-09-30 $6.7M 114k 58.51
2022-06-30 $7.3M 117k 62.42
2022-03-31 $8.7M 122k 71.39
2021-12-31 $8.5M 116k 73.22
2021-09-30 $7.7M 114k 67.48
2021-06-30 $7.7M 113k 68.36
2020-12-31 $5.7M 96k 59.53
2020-09-30 $4.5M 85k 52.18
2020-06-30 $3.7M 73k 50.10
2020-03-31 $2.9M 66k 44.27
2019-12-31 $3.5M 58k 60.11