Schwab Strategic Tr cmn shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $22M | 303k | 74.08 |
| 2024-03-31 | $18M | 232k | 75.98 |
| 2023-12-31 | $11M | 150k | 70.10 |
| 2023-09-30 | $4.3M | 67k | 64.46 |
| 2023-06-30 | $4.0M | 60k | 67.09 |
| 2023-03-31 | $3.8M | 58k | 65.58 |
| 2022-12-31 | $3.6M | 55k | 66.02 |
| 2022-09-30 | $4.0M | 68k | 58.52 |
| 2022-06-30 | $4.2M | 67k | 62.42 |
| 2022-03-31 | $5.6M | 78k | 71.48 |
| 2021-12-31 | $5.4M | 74k | 73.21 |
| 2021-09-30 | $1.7M | 25k | 67.40 |
| 2021-06-30 | $1.6M | 24k | 68.37 |
| 2021-03-31 | $1.6M | 25k | 65.19 |
| 2020-12-31 | $420k | 7.0k | 59.62 |
| 2020-09-30 | $712k | 14k | 51.99 |
| 2020-06-30 | $363k | 7.2k | 50.21 |
| 2020-03-31 | $343k | 7.8k | 44.22 |
More positions owned by H D Vest Advisory Services
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