Schwab Strategic Tr schwab fdt us bm shares owned by CVA Family Office
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by CVA Family Office
from 13F filings
Historical chart of CVA Family Office investment in Schwab Strategic Tr schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by CVA Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 52k | 70.37 |
| 2024-06-30 | $3.6M | 55k | 65.58 |
| 2024-03-31 | $3.7M | 56k | 66.26 |
| 2023-12-31 | $3.8M | 62k | 61.10 |
| 2023-09-30 | $3.7M | 68k | 55.09 |
| 2023-06-30 | $3.9M | 69k | 56.74 |
| 2023-03-31 | $3.7M | 69k | 54.12 |
| 2022-12-31 | $3.4M | 65k | 52.62 |
| 2022-09-30 | $3.2M | 68k | 47.13 |
| 2022-06-30 | $2.6M | 52k | 50.23 |
| 2022-03-31 | $2.5M | 43k | 57.75 |
| 2021-12-31 | $1.1M | 20k | 58.05 |
| 2021-09-30 | $256k | 6.7k | 38.17 |
| 2021-06-30 | $696k | 13k | 54.40 |
| 2021-03-31 | $459k | 8.9k | 51.29 |
| 2020-12-31 | $301k | 6.7k | 44.85 |
| 2020-09-30 | $256k | 6.7k | 38.17 |
| 2020-06-30 | $243k | 6.7k | 36.27 |
| 2020-03-31 | $208k | 6.8k | 30.68 |
| 2019-12-31 | $334k | 7.9k | 42.10 |
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