Schwab Strategic Tr intrm trm shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $732k | 13k | 58.26 |
| 2020-09-30 | $737k | 13k | 58.66 |
| 2020-06-30 | $747k | 13k | 58.82 |
| 2020-03-31 | $1.5M | 26k | 58.79 |
| 2019-12-31 | $1.4M | 25k | 54.92 |
| 2019-09-30 | $1.4M | 25k | 55.54 |
| 2019-06-30 | $1.4M | 26k | 54.97 |
| 2019-03-31 | $1.4M | 26k | 53.78 |
| 2018-12-31 | $3.3M | 63k | 52.96 |
| 2018-09-30 | $4.0M | 78k | 51.79 |
| 2018-06-30 | $2.2M | 42k | 52.33 |
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