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Schwab Strategic Tr cmn shares owned by Investments & Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Investments & Financial Planning from 13F filings

Historical chart of Investments & Financial Planning investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Investments & Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 3.4k 80.37
2024-06-30 $252k 3.4k 74.07
2024-03-31 $260k 3.4k 75.97
2023-12-31 $240k 3.4k 70.09
2023-09-30 $222k 3.4k 64.47
2023-06-30 $229k 3.4k 67.09
2023-03-31 $224k 3.4k 65.58
2022-12-31 $223k 3.4k 66.01