Schwab Strategic Tr cmn shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 16k | 75.98 |
| 2023-12-31 | $1.2M | 17k | 70.10 |
| 2023-09-30 | $1.1M | 17k | 64.46 |
| 2023-06-30 | $1.1M | 17k | 67.09 |
| 2023-03-31 | $1.1M | 17k | 65.58 |
| 2022-12-31 | $1.1M | 17k | 66.02 |
| 2022-09-30 | $1.1M | 18k | 58.48 |
| 2022-06-30 | $1.2M | 19k | 62.43 |
| 2022-03-31 | $1.4M | 19k | 71.37 |
| 2021-12-31 | $1.4M | 19k | 73.21 |
| 2021-09-30 | $1.4M | 20k | 67.49 |
| 2021-06-30 | $1.4M | 20k | 68.38 |
| 2021-03-31 | $1.0M | 16k | 65.26 |
| 2020-12-31 | $787k | 13k | 59.53 |
| 2020-09-30 | $572k | 11k | 52.20 |
| 2020-06-30 | $543k | 11k | 50.15 |
| 2020-03-31 | $612k | 14k | 44.25 |
| 2019-12-31 | $895k | 15k | 60.14 |
| 2019-09-30 | $848k | 15k | 56.76 |
| 2019-06-30 | $803k | 14k | 56.16 |
| 2019-03-31 | $833k | 15k | 54.76 |
| 2018-12-31 | $783k | 16k | 49.29 |
| 2018-09-30 | $527k | 9.4k | 56.03 |
| 2018-06-30 | $497k | 9.4k | 53.14 |
| 2018-03-31 | $455k | 8.6k | 52.86 |
| 2017-12-31 | $305k | 5.6k | 54.61 |