Schwab Strategic Tr cmn shares owned by FinDec Wealth Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by FinDec Wealth Services
from 13F filings
Historical chart of FinDec Wealth Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by FinDec Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $245k | 8.8k | 27.67 |
| 2025-03-31 | $297k | 11k | 26.58 |
| 2024-12-31 | $527k | 20k | 26.07 |
| 2024-09-30 | $602k | 7.5k | 80.37 |
| 2024-06-30 | $551k | 7.4k | 74.08 |
| 2024-03-31 | $560k | 7.4k | 75.98 |
| 2023-12-31 | $516k | 7.4k | 70.10 |
| 2023-09-30 | $613k | 9.5k | 64.46 |
| 2023-06-30 | $701k | 10k | 67.09 |
| 2023-03-31 | $968k | 15k | 65.58 |
| 2022-12-31 | $1.5M | 23k | 66.02 |