Schwab Strategic Tr cmn shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 15k | 80.37 |
| 2024-06-30 | $1.1M | 15k | 74.52 |
| 2024-03-31 | $1.2M | 15k | 75.98 |
| 2023-12-31 | $1.1M | 15k | 70.10 |
| 2023-09-30 | $896k | 14k | 62.34 |
| 2023-06-30 | $966k | 14k | 67.09 |
| 2023-03-31 | $1.0M | 16k | 65.58 |
| 2022-12-31 | $1.0M | 15k | 66.02 |
| 2022-09-30 | $1.1M | 19k | 58.51 |
| 2022-06-30 | $1.2M | 19k | 62.44 |
| 2022-03-31 | $1.4M | 19k | 71.37 |
| 2021-12-31 | $1.4M | 19k | 73.25 |
| 2021-09-30 | $1.3M | 19k | 67.50 |
| 2021-06-30 | $617k | 9.0k | 68.39 |
| 2021-03-31 | $494k | 7.6k | 65.21 |
| 2020-12-31 | $420k | 7.1k | 59.52 |
| 2020-09-30 | $260k | 5.0k | 52.11 |
| 2020-06-30 | $247k | 4.9k | 50.14 |
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