Schwab Strategic Tr cmn shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $315k | 4.7k | 67.09 |
2023-03-31 | $307k | 4.7k | 65.58 |
2022-12-31 | $309k | 4.7k | 66.02 |
2022-09-30 | $274k | 4.7k | 58.52 |
2022-06-30 | $292k | 4.7k | 62.39 |
2022-03-31 | $334k | 4.7k | 71.37 |
2021-12-31 | $282k | 3.8k | 73.34 |
2021-09-30 | $250k | 3.7k | 67.57 |
2021-06-30 | $253k | 3.7k | 68.38 |
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