Schwab Strategic Tr cmn shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 9.3k | 29.11 |
| 2025-06-30 | $277k | 10k | 27.67 |
| 2025-03-31 | $266k | 10k | 26.58 |
| 2024-12-31 | $261k | 10k | 26.07 |
| 2024-09-30 | $268k | 3.3k | 80.38 |
| 2024-06-30 | $247k | 3.3k | 74.09 |
| 2024-03-31 | $276k | 3.6k | 75.99 |
| 2023-12-31 | $255k | 3.6k | 70.11 |
| 2023-09-30 | $253k | 3.9k | 64.47 |
| 2023-06-30 | $264k | 3.9k | 67.10 |
| 2023-03-31 | $258k | 3.9k | 65.59 |
| 2022-12-31 | $259k | 3.9k | 66.03 |
| 2022-09-30 | $230k | 3.9k | 58.57 |
| 2022-06-30 | $246k | 3.9k | 62.53 |
| 2022-03-31 | $281k | 3.9k | 71.43 |
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