Schwab Strategic Tr cmn shares owned by Cadence Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cadence Wealth Management
from 13F filings
Historical chart of Cadence Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Cadence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Cadence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $471k | 6.7k | 70.10 |
| 2023-09-30 | $420k | 6.5k | 64.46 |
| 2023-06-30 | $459k | 6.8k | 67.09 |
| 2023-03-31 | $443k | 6.8k | 65.58 |
| 2022-12-31 | $450k | 6.8k | 66.02 |
| 2022-09-30 | $482k | 8.2k | 58.47 |
| 2022-06-30 | $543k | 8.7k | 62.42 |
| 2022-03-31 | $653k | 9.1k | 71.43 |
| 2021-12-31 | $642k | 8.8k | 73.18 |
| 2021-09-30 | $648k | 9.6k | 67.51 |
| 2021-06-30 | $680k | 9.9k | 68.38 |
| 2021-03-31 | $848k | 13k | 65.31 |