Schwab Strategic Tr cmn shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $6.3M | 94k | 67.09 |
| 2023-03-31 | $6.3M | 96k | 65.58 |
| 2022-12-31 | $4.8M | 83k | 58.51 |
| 2022-09-30 | $4.8M | 83k | 58.51 |
| 2022-06-30 | $4.9M | 79k | 62.23 |
| 2022-03-31 | $5.5M | 78k | 71.07 |
| 2021-12-31 | $5.3M | 72k | 73.30 |