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Schwab Strategic Tr cmn shares owned by Curtis Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Curtis Advisory Group from 13F filings

Historical chart of Curtis Advisory Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Curtis Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 68k 70.10
2023-09-30 $5.4M 84k 64.46
2023-06-30 $8.5M 127k 67.09
2023-03-31 $7.9M 120k 65.58
2022-12-31 $7.7M 117k 66.02
2022-09-30 $6.8M 117k 58.51
2022-06-30 $7.3M 117k 62.42
2022-03-31 $8.3M 116k 71.39
2021-12-31 $8.4M 115k 73.22
2021-09-30 $7.5M 111k 67.48
2021-06-30 $7.4M 109k 68.37
2021-03-31 $7.5M 115k 65.28
2020-12-31 $1.6M 27k 59.52
2020-09-30 $881k 17k 52.18
2020-06-30 $750k 15k 50.12
2020-03-31 $497k 11k 44.29
2019-12-31 $750k 13k 60.15