Schwab Strategic Tr cmn shares owned by Family Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Family Asset Management
from 13F filings
Historical chart of Family Asset 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 Family Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $434k | 5.4k | 80.37 |
| 2024-06-30 | $495k | 6.7k | 74.08 |
| 2024-03-31 | $1.2M | 16k | 75.98 |
| 2023-12-31 | $1.5M | 21k | 70.10 |
| 2023-09-30 | $3.0M | 47k | 64.46 |
| 2023-06-30 | $4.3M | 64k | 67.09 |
| 2023-03-31 | $4.4M | 68k | 65.58 |
| 2022-12-31 | $4.2M | 64k | 66.02 |