Schwab Strategic Tr cmn shares owned by Altus Wealth Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Altus Wealth Group 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 Altus Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.4M | 43k | 80.37 |
2024-06-30 | $3.1M | 42k | 74.08 |
2024-03-31 | $3.0M | 40k | 75.98 |
2023-12-31 | $2.8M | 40k | 70.10 |
2023-09-30 | $2.6M | 40k | 64.46 |
2023-06-30 | $2.6M | 39k | 67.09 |
2023-03-31 | $2.6M | 40k | 65.58 |
2022-12-31 | $2.7M | 41k | 66.02 |
2022-09-30 | $2.3M | 34k | 67.48 |
2022-06-30 | $2.3M | 34k | 67.48 |
2022-03-31 | $3.3M | 46k | 71.39 |
2021-12-31 | $3.1M | 43k | 73.21 |
2021-09-30 | $2.3M | 34k | 67.48 |
2021-06-30 | $1.7M | 25k | 68.38 |
2021-03-31 | $1.4M | 21k | 68.18 |
2020-12-31 | $449k | 7.5k | 59.55 |