Schwab Strategic Tr cmn shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 13k | 80.37 |
| 2024-06-30 | $929k | 13k | 74.08 |
| 2024-03-31 | $945k | 12k | 75.98 |
| 2023-12-31 | $870k | 12k | 70.10 |
| 2023-09-30 | $1.2M | 18k | 64.46 |
| 2023-06-30 | $1.2M | 18k | 67.09 |
| 2023-03-31 | $1.2M | 19k | 65.58 |
| 2022-12-31 | $1.3M | 20k | 66.02 |
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