CIC Wealth »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by CIC Wealth

Quarter filed Position value Share count Share price at filing
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