Schwab Strategic Tr cmn shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 19k | 75.97 |
| 2023-12-31 | $1.3M | 18k | 70.10 |
| 2023-09-30 | $1.1M | 18k | 64.46 |
| 2023-06-30 | $1.2M | 17k | 67.12 |
| 2023-03-31 | $1.2M | 18k | 65.59 |
| 2022-12-31 | $1.2M | 18k | 66.02 |
| 2022-09-30 | $1.0M | 18k | 58.52 |
| 2022-06-30 | $1.1M | 17k | 62.45 |
| 2022-03-31 | $1.3M | 18k | 71.37 |
| 2021-12-31 | $1.3M | 18k | 73.20 |
| 2021-09-30 | $1.2M | 18k | 67.49 |
| 2021-06-30 | $1.3M | 19k | 68.37 |
| 2021-03-31 | $1.2M | 19k | 65.29 |
| 2020-12-31 | $1.3M | 22k | 59.52 |
| 2020-09-30 | $13M | 240k | 52.19 |
| 2020-06-30 | $1.2M | 24k | 50.11 |
| 2020-03-31 | $5.9M | 132k | 44.27 |
| 2019-12-31 | $9.6M | 160k | 60.12 |
| 2019-09-30 | $9.4M | 165k | 56.73 |
| 2019-06-30 | $13M | 224k | 56.14 |
| 2019-03-31 | $5.4M | 166k | 32.55 |
| 2018-12-31 | $5.4M | 110k | 49.29 |
| 2018-09-30 | $434k | 7.7k | 56.04 |
| 2018-06-30 | $409k | 7.7k | 53.07 |
| 2018-03-31 | $405k | 7.7k | 52.89 |