Schwab Strategic Tr cmn shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $957k | 14k | 67.09 |
| 2023-03-31 | $1.3M | 21k | 65.58 |
| 2022-12-31 | $1.4M | 21k | 66.04 |
| 2022-09-30 | $1.2M | 21k | 58.51 |
| 2022-06-30 | $1.3M | 21k | 62.42 |
| 2022-03-31 | $1.5M | 21k | 71.40 |
| 2021-12-31 | $1.5M | 21k | 73.21 |
| 2021-09-30 | $1.4M | 21k | 67.46 |
| 2021-06-30 | $1.3M | 19k | 68.38 |
| 2021-03-31 | $1.3M | 19k | 65.28 |
| 2020-12-31 | $1.4M | 23k | 59.53 |
| 2020-09-30 | $1.2M | 23k | 52.18 |
| 2020-06-30 | $1.3M | 26k | 50.11 |
| 2020-03-31 | $1.1M | 26k | 44.26 |
| 2019-12-31 | $1.5M | 26k | 60.14 |
| 2019-09-30 | $1.6M | 28k | 56.74 |
| 2019-06-30 | $1.7M | 30k | 56.14 |
| 2019-03-31 | $1.6M | 30k | 54.75 |
| 2018-12-31 | $1.5M | 30k | 49.29 |
| 2018-09-30 | $1.4M | 25k | 56.07 |
| 2018-06-30 | $1.3M | 25k | 53.10 |
| 2018-03-31 | $1.3M | 25k | 52.82 |
| 2017-12-31 | $1.3M | 24k | 54.67 |
| 2017-09-30 | $1.2M | 24k | 51.80 |
| 2017-06-30 | $1.2M | 24k | 50.18 |
| 2017-03-31 | $1.2M | 24k | 49.69 |
| 2016-12-31 | $1.1M | 23k | 48.09 |