Schwab Strategic Tr cmn shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 61k | 26.07 |
| 2024-09-30 | $1.6M | 20k | 79.52 |
| 2024-06-30 | $1.6M | 22k | 74.08 |
| 2024-03-31 | $1.8M | 23k | 78.25 |
| 2023-12-31 | $2.1M | 29k | 71.66 |
| 2023-09-30 | $1.9M | 29k | 65.46 |
| 2023-06-30 | $1.8M | 27k | 67.09 |
| 2023-03-31 | $1.9M | 29k | 65.58 |
| 2022-12-31 | $2.4M | 37k | 66.02 |
| 2022-09-30 | $3.9M | 68k | 58.25 |
| 2022-06-30 | $4.8M | 77k | 62.41 |
| 2022-03-31 | $5.3M | 74k | 71.38 |
| 2021-12-31 | $4.9M | 68k | 73.21 |
| 2021-09-30 | $4.1M | 61k | 67.48 |
| 2021-06-30 | $3.6M | 53k | 68.37 |
| 2021-03-31 | $3.1M | 47k | 65.16 |
| 2020-12-31 | $2.2M | 36k | 59.86 |
| 2020-09-30 | $1.6M | 30k | 52.21 |
| 2020-06-30 | $1.3M | 27k | 50.11 |
| 2020-03-31 | $1.3M | 30k | 44.27 |
| 2019-12-31 | $2.5M | 41k | 60.13 |
| 2019-09-30 | $2.2M | 40k | 56.73 |
| 2019-06-30 | $1.8M | 32k | 56.13 |
| 2019-03-31 | $1.1M | 21k | 54.75 |
| 2018-12-31 | $27k | 1.6k | 17.15 |
| 2018-09-30 | $89k | 1.6k | 56.09 |
More positions owned by Financial Advocates Investment Management
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