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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by FinDec Wealth Services 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 FinDec Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |