Schwab Strategic Tr cmn shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas 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 Atlas Capital Advisors 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 Atlas Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $782k | 9.7k | 80.37 |
2024-06-30 | $721k | 9.7k | 74.08 |
2024-03-31 | $739k | 9.7k | 75.98 |
2023-12-31 | $682k | 9.7k | 70.10 |
2023-09-30 | $640k | 9.9k | 64.46 |
2023-06-30 | $667k | 9.9k | 67.09 |
2023-03-31 | $872k | 13k | 65.58 |
2022-12-31 | $925k | 14k | 66.02 |
2022-09-30 | $1.2M | 21k | 58.51 |
2022-06-30 | $2.2M | 35k | 62.42 |
2022-03-31 | $2.6M | 37k | 71.39 |
2021-12-31 | $2.8M | 39k | 73.22 |
2021-09-30 | $3.1M | 45k | 67.48 |
2021-06-30 | $2.4M | 35k | 68.37 |
2021-03-31 | $2.0M | 31k | 65.28 |
2020-12-31 | $1.9M | 32k | 59.53 |
2020-09-30 | $1.7M | 33k | 52.19 |
2020-06-30 | $1.7M | 33k | 50.11 |
2020-03-31 | $1.1M | 25k | 44.27 |
2019-12-31 | $2.5M | 41k | 60.12 |
2019-09-30 | $1.2M | 22k | 56.73 |
2019-06-30 | $641k | 11k | 56.14 |
2019-03-31 | $535k | 9.8k | 54.74 |
2018-12-31 | $390k | 7.9k | 49.29 |
2018-09-30 | $1.3M | 22k | 56.44 |
2018-06-30 | $857k | 16k | 54.62 |
2018-03-31 | $1.0M | 19k | 52.84 |