Schwab Strategic Tr cmn shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi 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 Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $241k | 3.4k | 70.10 |
2023-06-30 | $207k | 3.1k | 67.09 |
2023-03-31 | $207k | 3.2k | 65.57 |
2022-12-31 | $224k | 3.4k | 66.02 |
2022-06-30 | $79k | 1.3k | 62.55 |
2022-03-31 | $90k | 1.3k | 71.32 |
2021-12-31 | $92k | 1.3k | 72.90 |
2020-12-31 | $75k | 1.3k | 59.48 |