Schwab Strategic Tr cmn shares owned by UMA Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by UMA Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $272k | 3.8k | 71.83 |
2023-12-31 | $265k | 3.8k | 69.89 |
2023-09-30 | $266k | 4.2k | 63.97 |
2023-06-30 | $279k | 4.1k | 67.27 |
2023-03-31 | $274k | 4.1k | 66.68 |
2022-12-31 | $365k | 5.4k | 67.99 |
2022-09-30 | $332k | 5.4k | 61.81 |
2022-06-30 | $356k | 5.4k | 66.28 |
2022-03-31 | $375k | 5.4k | 69.92 |
2021-12-31 | $396k | 5.4k | 73.84 |
2021-09-30 | $376k | 5.4k | 70.11 |
2021-06-30 | $366k | 5.4k | 68.37 |
2021-03-31 | $371k | 5.6k | 66.27 |
2020-12-31 | $347k | 5.6k | 62.43 |
2020-09-30 | $297k | 5.7k | 52.00 |
2020-06-30 | $293k | 5.5k | 53.63 |
2020-03-31 | $256k | 5.4k | 47.10 |
2019-12-31 | $337k | 5.6k | 60.29 |
2019-09-30 | $335k | 5.7k | 58.98 |