Schwab Strategic Tr cmn shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.8M | 97k | 80.37 |
| 2024-06-30 | $7.8M | 105k | 74.08 |
| 2024-03-31 | $8.1M | 107k | 75.98 |
| 2023-12-31 | $7.6M | 109k | 70.10 |
| 2023-09-30 | $7.5M | 116k | 64.46 |
| 2023-06-30 | $7.9M | 117k | 67.09 |
| 2023-03-31 | $23M | 238k | 98.37 |
| 2022-12-31 | $16M | 243k | 66.02 |
| 2022-09-30 | $7.4M | 126k | 58.51 |
| 2022-06-30 | $8.0M | 129k | 62.42 |
| 2022-03-31 | $9.4M | 132k | 71.39 |
| 2021-12-31 | $10M | 138k | 73.22 |
| 2021-09-30 | $9.3M | 138k | 67.48 |
| 2021-06-30 | $9.4M | 138k | 68.37 |
| 2021-03-31 | $8.7M | 134k | 65.28 |
| 2020-12-31 | $8.4M | 141k | 59.53 |
| 2020-09-30 | $7.5M | 143k | 52.19 |
| 2020-06-30 | $9.2M | 183k | 50.11 |
| 2020-03-31 | $9.3M | 210k | 44.27 |
| 2019-12-31 | $13M | 222k | 60.12 |
| 2019-09-30 | $13M | 224k | 56.73 |
| 2019-06-30 | $13M | 226k | 56.14 |
| 2019-03-31 | $13M | 228k | 54.74 |
| 2018-12-31 | $14M | 281k | 49.29 |
| 2018-09-30 | $946k | 17k | 56.07 |
| 2018-06-30 | $910k | 17k | 53.13 |
| 2018-03-31 | $918k | 17k | 52.86 |
| 2017-12-31 | $1.1M | 20k | 54.69 |
| 2017-09-30 | $763k | 15k | 51.82 |
| 2017-06-30 | $731k | 15k | 50.22 |
| 2017-03-31 | $723k | 15k | 49.67 |
| 2016-12-31 | $1.1M | 23k | 48.11 |
| 2016-09-30 | $609k | 13k | 45.58 |
| 2016-06-30 | $636k | 14k | 44.77 |
| 2016-03-31 | $614k | 14k | 43.22 |
| 2015-12-31 | $7.7M | 181k | 42.44 |
| 2014-12-31 | $249k | 5.7k | 44.05 |