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Schwab Strategic Tr cmn shares owned by CIC Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by CIC Wealth from 13F filings

Historical chart of CIC Wealth investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by CIC Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by CIC Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $430k 5.4k 80.37
2024-06-30 $436k 5.9k 74.08
2024-03-31 $447k 5.9k 75.98
2023-12-31 $413k 5.9k 70.10
2023-09-30 $405k 6.3k 64.46
2023-06-30 $422k 6.3k 67.09
2023-03-31 $412k 6.3k 65.58
2022-12-31 $415k 6.3k 66.02