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Schwab Strategic Tr cmn shares owned by Alpha Cubed Investments

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Alpha Cubed Investments from 13F filings

Historical chart of Alpha Cubed Investments investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Alpha Cubed Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Alpha Cubed Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 27k 75.98
2023-12-31 $1.8M 26k 70.10
2023-09-30 $1.7M 26k 64.46
2023-06-30 $1.8M 26k 67.09
2023-03-31 $1.7M 27k 65.58
2022-12-31 $1.8M 27k 66.02
2022-09-30 $1.7M 29k 58.53
2022-06-30 $1.8M 28k 62.43
2022-03-31 $1.6M 22k 71.40
2021-12-31 $1.4M 19k 73.22
2021-09-30 $1.3M 19k 67.45
2021-06-30 $1.3M 19k 68.39
2021-03-31 $1.2M 19k 65.27
2020-12-31 $1.1M 18k 59.50
2020-09-30 $928k 18k 52.17
2020-06-30 $890k 18k 50.10
2020-03-31 $818k 19k 44.29
2019-12-31 $1.2M 21k 60.11
2019-09-30 $1.2M 21k 56.73
2019-06-30 $1.2M 21k 56.15
2019-03-31 $1.1M 21k 54.75
2018-12-31 $1.1M 22k 49.30
2018-09-30 $1.3M 24k 54.09
2018-06-30 $1.3M 24k 53.14
2018-03-31 $1.3M 24k 52.86
2017-12-31 $1.3M 24k 54.69
2017-09-30 $1.2M 24k 51.82
2017-06-30 $1.0M 20k 50.19
2017-03-31 $973k 20k 49.68
2016-06-30 $257k 5.7k 44.78