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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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
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