Schwab Strategic Tr cmn shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $350k | 13k | 27.08 |
| 2024-06-30 | $336k | 4.4k | 76.08 |
| 2024-03-31 | $319k | 4.4k | 72.32 |
| 2023-12-31 | $316k | 4.5k | 69.71 |
| 2023-09-30 | $296k | 4.6k | 64.70 |
| 2023-06-30 | $287k | 4.2k | 67.50 |
| 2023-03-31 | $277k | 4.2k | 65.77 |
| 2022-12-31 | $294k | 4.3k | 67.83 |
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