Schwab Strategic Tr cmn shares owned by Advisory Services & Investments
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Advisory Services & Investments
from 13F filings
Historical chart of Advisory Services & Investments investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Advisory Services & Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $697k | 9.2k | 75.98 |
| 2023-09-30 | $592k | 9.2k | 64.46 |
| 2023-06-30 | $616k | 9.2k | 67.09 |
| 2023-03-31 | $602k | 9.2k | 65.58 |
| 2022-12-31 | $915k | 14k | 66.02 |
| 2022-09-30 | $1.1M | 18k | 58.52 |
| 2022-06-30 | $5.4M | 86k | 62.42 |
| 2022-03-31 | $20M | 285k | 71.39 |
| 2021-12-31 | $21M | 287k | 73.22 |
| 2021-09-30 | $20M | 290k | 67.48 |
| 2021-06-30 | $20M | 285k | 68.37 |
| 2021-03-31 | $19M | 287k | 65.28 |
More positions owned by Advisory Services & Investments
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