Schwab Strategic Tr cmn shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $345k | 4.3k | 80.37 |
| 2024-03-31 | $324k | 4.3k | 75.98 |
| 2023-12-31 | $287k | 4.1k | 70.10 |
| 2023-09-30 | $257k | 4.0k | 64.46 |
| 2023-06-30 | $256k | 3.8k | 67.50 |
| 2023-03-31 | $249k | 3.8k | 65.73 |
| 2022-12-31 | $236k | 3.6k | 66.02 |
| 2022-09-30 | $223k | 3.8k | 58.61 |
| 2022-06-30 | $246k | 3.9k | 62.53 |
| 2022-03-31 | $279k | 3.9k | 71.32 |