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Schwab Strategic Tr cmn shares owned by Invst

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Invst from 13F filings

Historical chart of Invst investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Invst

Quarter filed Position value Share count Share price at filing
2023-12-31 $266k 3.8k 70.76
2023-09-30 $411k 6.4k 64.46
2023-06-30 $207k 3.1k 67.08
2020-06-30 $5.0M 99k 50.02
2020-03-31 $3.4M 80k 42.21
2019-12-31 $11M 179k 60.12
2019-09-30 $3.6M 65k 55.89
2019-06-30 $13M 222k 56.54
2019-03-31 $4.3M 78k 55.39
2018-12-31 $13M 273k 49.29
2018-09-30 $15M 269k 56.27
2018-06-30 $15M 274k 53.12
2018-03-31 $14M 278k 51.64
2017-12-31 $13M 243k 54.67
2017-09-30 $11M 210k 51.82
2017-06-30 $5.4M 109k 49.68