Schwab Strategic Tr cmn shares owned by Goldstein Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein 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 Goldstein Advisors 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 | $466k | 5.8k | 80.37 |
2024-06-30 | $430k | 5.8k | 74.08 |
2024-03-31 | $441k | 5.8k | 75.98 |
2023-12-31 | $378k | 5.4k | 70.10 |
2023-09-30 | $348k | 5.4k | 64.46 |
2023-06-30 | $362k | 5.4k | 67.09 |
2023-03-31 | $354k | 5.4k | 65.58 |
2022-12-31 | $356k | 5.4k | 66.02 |