Schwab Strategic Tr cmn shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Affinity Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Affinity Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $4.0M | 153k | 26.10 |
2024-09-30 | $4.2M | 52k | 80.37 |
2024-03-31 | $4.3M | 57k | 75.98 |
2023-12-31 | $4.0M | 57k | 70.10 |
2023-09-30 | $4.2M | 66k | 64.46 |
2023-06-30 | $4.7M | 70k | 67.09 |
2023-03-31 | $4.9M | 74k | 65.58 |
2022-12-31 | $5.2M | 79k | 66.02 |
2022-09-30 | $4.4M | 75k | 58.50 |
2022-06-30 | $4.3M | 69k | 62.42 |
2022-03-31 | $4.9M | 69k | 71.39 |
2021-12-31 | $5.2M | 71k | 73.22 |
2021-09-30 | $5.6M | 84k | 67.48 |
2021-06-30 | $6.1M | 89k | 68.37 |
2021-03-31 | $7.7M | 118k | 65.28 |
2020-12-31 | $8.9M | 150k | 59.53 |
2020-09-30 | $9.1M | 175k | 52.19 |
2020-06-30 | $8.8M | 175k | 50.11 |
2020-03-31 | $8.8M | 181k | 48.78 |
2019-12-31 | $14M | 234k | 60.12 |