Schwab Strategic Tr cmn shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 35k | 80.37 |
| 2024-06-30 | $2.6M | 35k | 74.08 |
| 2024-03-31 | $2.7M | 36k | 75.98 |
| 2023-12-31 | $3.5M | 47k | 73.23 |
| 2023-09-30 | $3.2M | 49k | 64.46 |
| 2023-06-30 | $3.3M | 49k | 67.09 |
| 2023-03-31 | $3.2M | 48k | 65.58 |
| 2022-12-31 | $3.4M | 51k | 66.02 |
| 2022-09-30 | $3.1M | 52k | 58.51 |
| 2022-06-30 | $3.3M | 52k | 62.43 |
| 2022-03-31 | $3.5M | 50k | 71.38 |
| 2021-12-31 | $3.5M | 47k | 73.23 |
| 2021-09-30 | $3.3M | 49k | 67.49 |
| 2021-06-30 | $3.3M | 48k | 68.36 |
| 2021-03-31 | $3.2M | 49k | 65.28 |
| 2020-12-31 | $2.7M | 45k | 59.54 |
| 2020-09-30 | $2.3M | 45k | 52.20 |
| 2020-06-30 | $2.2M | 43k | 50.11 |
| 2020-03-31 | $2.0M | 45k | 44.27 |
| 2019-12-31 | $2.5M | 42k | 60.12 |
| 2018-12-31 | $1.8M | 37k | 49.27 |
More positions owned by Cary Street Partner Investment Advisory
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