Schwab Strategic Tr cmn shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 45k | 75.98 |
| 2023-12-31 | $4.6M | 66k | 70.10 |
| 2023-09-30 | $5.7M | 89k | 64.46 |
| 2023-06-30 | $6.1M | 91k | 67.09 |
| 2023-03-31 | $6.1M | 93k | 65.58 |
| 2022-12-31 | $6.8M | 103k | 66.02 |
| 2022-09-30 | $5.0M | 85k | 58.52 |
| 2022-06-30 | $4.2M | 67k | 62.42 |
| 2022-03-31 | $3.1M | 44k | 71.39 |
| 2021-12-31 | $788k | 11k | 73.19 |
| 2021-09-30 | $605k | 9.0k | 67.45 |
| 2021-06-30 | $868k | 13k | 68.37 |
| 2021-03-31 | $350k | 5.4k | 65.29 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management