Schwab Strategic Tr cmn shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake 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 Chesapeake 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 Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $823k | 11k | 74.08 |
| 2024-03-31 | $912k | 12k | 75.98 |
| 2023-12-31 | $808k | 12k | 70.10 |
| 2023-09-30 | $945k | 15k | 64.46 |
| 2023-06-30 | $1.0M | 15k | 67.09 |
| 2023-03-31 | $1.2M | 18k | 65.58 |
| 2022-12-31 | $1.2M | 18k | 66.02 |
| 2022-09-30 | $993k | 17k | 58.48 |
| 2022-06-30 | $1.6M | 25k | 62.40 |
| 2022-03-31 | $1.8M | 25k | 71.39 |
| 2021-12-31 | $1.8M | 24k | 73.21 |
| 2021-09-30 | $1.7M | 25k | 67.47 |
| 2021-06-30 | $1.6M | 24k | 68.35 |
| 2021-03-31 | $1.4M | 21k | 65.26 |
| 2020-12-31 | $1.3M | 22k | 59.54 |
| 2020-09-30 | $1.1M | 22k | 52.20 |
| 2020-06-30 | $1.0M | 21k | 50.09 |
| 2020-03-31 | $818k | 19k | 44.27 |
| 2019-12-31 | $933k | 16k | 60.12 |
| 2019-09-30 | $435k | 7.7k | 56.71 |
| 2019-06-30 | $398k | 7.1k | 56.14 |
| 2019-03-31 | $363k | 6.6k | 54.67 |
| 2018-12-31 | $260k | 5.3k | 49.20 |
| 2018-09-30 | $301k | 5.4k | 56.00 |
| 2018-06-30 | $285k | 5.4k | 53.12 |
| 2018-03-31 | $325k | 6.1k | 52.89 |
More positions owned by Chesapeake Wealth Management
View all positions for Chesapeake Wealth Management