Schwab Strategic Tr cmn shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 24k | 70.10 |
| 2023-09-30 | $1.7M | 27k | 64.46 |
| 2023-06-30 | $1.8M | 27k | 67.09 |
| 2023-03-31 | $1.8M | 27k | 65.58 |
| 2022-12-31 | $1.8M | 27k | 66.02 |
| 2022-09-30 | $1.2M | 21k | 58.52 |
| 2022-06-30 | $260k | 4.2k | 62.46 |
| 2021-12-31 | $93k | 1.3k | 73.52 |
More positions owned by Cassady Schiller Wealth Management
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