Schwab Strategic Tr cmn shares owned by Bogart Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12M | 451k | 26.07 |
| 2024-09-30 | $12M | 150k | 80.37 |
| 2024-06-30 | $11M | 146k | 74.08 |
| 2024-03-31 | $11M | 138k | 75.98 |
| 2023-12-31 | $9.7M | 138k | 70.10 |
| 2023-09-30 | $7.5M | 116k | 64.46 |
| 2023-06-30 | $7.7M | 114k | 67.09 |
| 2023-03-31 | $6.8M | 104k | 65.58 |
| 2022-12-31 | $4.3M | 66k | 66.02 |
| 2022-09-30 | $3.1M | 53k | 58.52 |
| 2022-06-30 | $3.2M | 52k | 62.42 |
| 2022-03-31 | $3.6M | 50k | 71.39 |
| 2021-12-31 | $3.2M | 43k | 73.23 |
| 2021-09-30 | $2.7M | 41k | 67.48 |
| 2021-06-30 | $2.2M | 32k | 68.36 |
| 2021-03-31 | $1.9M | 29k | 65.29 |
| 2020-12-31 | $1.5M | 25k | 59.51 |
| 2020-09-30 | $803k | 15k | 52.16 |
| 2020-06-30 | $650k | 13k | 50.09 |
| 2020-03-31 | $492k | 11k | 44.31 |