Schwab Strategic Tr cmn shares owned by Hrc Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Hrc Wealth Management
from 13F filings
Historical chart of Hrc Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Hrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Hrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 1.3M | 29.11 |
| 2025-06-30 | $35M | 1.3M | 27.67 |
| 2025-03-31 | $32M | 1.2M | 26.58 |
| 2024-12-31 | $31M | 1.2M | 26.07 |
| 2024-09-30 | $31M | 390k | 80.37 |
| 2024-06-30 | $29M | 390k | 74.08 |
| 2024-03-31 | $29M | 382k | 75.98 |
| 2023-12-31 | $27M | 382k | 70.10 |