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Schwab Strategic Tr cmn shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Schwab Strategic Tr cmn

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All positions including Schwab Strategic Tr cmn held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 49k 80.37
2024-06-30 $3.7M 50k 74.08
2024-03-31 $3.8M 50k 75.98
2023-12-31 $3.5M 51k 70.10
2023-09-30 $3.3M 52k 64.46
2023-06-30 $3.6M 54k 67.09
2023-03-31 $3.6M 55k 65.58
2022-12-31 $3.7M 55k 66.02
2022-09-30 $3.3M 57k 58.51
2022-06-30 $3.3M 53k 62.41
2022-03-31 $3.6M 50k 71.38
2021-12-31 $3.7M 50k 73.22
2021-09-30 $3.5M 52k 67.54
2021-06-30 $3.5M 51k 68.38
2021-03-31 $3.2M 49k 65.29
2020-12-31 $3.0M 50k 59.63
2020-09-30 $2.7M 51k 52.19
2020-06-30 $2.6M 53k 50.17
2020-03-31 $2.4M 54k 44.28
2019-12-31 $3.2M 53k 60.13
2019-09-30 $2.9M 52k 56.73
2019-06-30 $3.0M 53k 56.14
2019-03-31 $3.0M 54k 54.73
2018-12-31 $2.6M 54k 49.29
2018-09-30 $3.0M 54k 56.08
2018-06-30 $2.7M 51k 53.12
2018-03-31 $2.7M 52k 52.84
2017-12-31 $2.8M 52k 54.66
2017-09-30 $2.8M 53k 51.82
2017-06-30 $2.7M 54k 50.20
2017-03-31 $2.7M 54k 49.68
2016-12-31 $1.4M 30k 48.11
2016-09-30 $964k 21k 45.60
2016-06-30 $983k 22k 44.81
2016-03-31 $968k 22k 43.18
2015-12-31 $1.1M 25k 42.43
2015-09-30 $1.1M 28k 39.80
2015-06-30 $1.2M 28k 43.03
2015-03-31 $2.6M 60k 43.25
2014-12-31 $2.6M 60k 44.09
2014-09-30 $2.5M 60k 42.65
2014-06-30 $2.2M 51k 42.84
2014-03-31 $554k 13k 41.21
2013-12-31 $489k 12k 40.72
2013-09-30 $355k 9.5k 37.32
2013-06-30 $342k 9.5k 36.19

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Schwab Strategic Tr cmn

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Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn