Schwab Strategic Tr cmn shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by DHJJ Financial Advisors 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 DHJJ Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $271k | 3.4k | 80.38 |
2024-06-30 | $250k | 3.4k | 74.08 |
2024-03-31 | $262k | 3.5k | 75.98 |
2023-12-31 | $242k | 3.5k | 70.09 |
2023-09-30 | $253k | 3.9k | 64.46 |
2023-06-30 | $351k | 5.2k | 67.09 |
2023-03-31 | $342k | 5.2k | 65.58 |
2022-12-31 | $379k | 5.7k | 66.02 |
2022-09-30 | $441k | 7.5k | 58.52 |
2022-06-30 | $479k | 7.7k | 62.43 |
2022-03-31 | $545k | 7.6k | 71.65 |
2021-12-31 | $484k | 6.6k | 73.29 |
2021-09-30 | $395k | 5.9k | 67.45 |
2021-06-30 | $376k | 5.5k | 68.34 |
2021-03-31 | $345k | 5.3k | 65.29 |
2020-12-31 | $293k | 4.9k | 59.54 |