Schwab Strategic Tr cmn shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Fortitude Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $630k | 7.8k | 80.37 |
2024-06-30 | $592k | 8.0k | 74.08 |
2024-03-31 | $617k | 8.1k | 75.98 |
2023-12-31 | $500k | 7.1k | 70.10 |
2023-09-30 | $518k | 8.0k | 64.46 |
2023-06-30 | $633k | 9.4k | 67.09 |
2023-03-31 | $699k | 11k | 65.58 |
2022-12-31 | $824k | 13k | 66.02 |
2022-09-30 | $720k | 12k | 58.48 |
2022-06-30 | $782k | 13k | 62.41 |
2022-03-31 | $906k | 13k | 71.37 |
2021-12-31 | $857k | 12k | 73.24 |