Schwab Strategic Tr cmn shares owned by WNY Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by WNY Asset Management
from 13F filings
Historical chart of WNY Asset 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 WNY Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by WNY Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $635k | 8.4k | 75.98 |
| 2023-12-31 | $630k | 9.0k | 70.10 |
| 2023-09-30 | $857k | 13k | 64.46 |
| 2023-06-30 | $947k | 14k | 67.09 |
| 2023-03-31 | $1.2M | 18k | 65.58 |
| 2022-12-31 | $1.5M | 23k | 66.02 |
| 2022-09-30 | $1.6M | 28k | 58.52 |
| 2022-06-30 | $1.7M | 27k | 62.41 |
| 2022-03-31 | $1.9M | 27k | 71.39 |
| 2021-12-31 | $2.1M | 28k | 73.21 |
| 2021-09-30 | $2.1M | 31k | 67.42 |
| 2021-06-30 | $1.9M | 28k | 68.38 |
| 2021-03-31 | $1.7M | 26k | 65.21 |
| 2020-12-31 | $420k | 7.0k | 59.58 |