Schwab Strategic Tr cmn shares owned by Iwamoto Kong & Co
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Iwamoto Kong & Co
from 13F filings
Historical chart of Iwamoto Kong & Co investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Iwamoto Kong & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Iwamoto Kong & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 42k | 70.10 |
| 2023-09-30 | $2.7M | 42k | 64.46 |
| 2023-06-30 | $3.0M | 44k | 67.09 |
| 2023-03-31 | $3.1M | 47k | 65.58 |
| 2022-12-31 | $3.1M | 47k | 66.02 |
| 2022-09-30 | $2.8M | 48k | 58.51 |
| 2022-06-30 | $3.0M | 48k | 62.43 |
| 2022-03-31 | $3.6M | 50k | 71.40 |
| 2021-12-31 | $3.4M | 47k | 73.22 |
| 2021-09-30 | $3.1M | 46k | 67.48 |
| 2021-06-30 | $3.0M | 44k | 68.37 |
| 2021-03-31 | $2.6M | 39k | 65.29 |
| 2020-12-31 | $989k | 17k | 59.53 |
| 2020-09-30 | $1.8M | 34k | 52.18 |
| 2020-06-30 | $1.7M | 33k | 50.10 |
| 2020-03-31 | $1.4M | 33k | 44.27 |
| 2019-12-31 | $2.1M | 34k | 60.13 |
| 2019-09-30 | $1.9M | 34k | 56.72 |
| 2019-06-30 | $1.9M | 34k | 56.15 |
| 2019-03-31 | $1.9M | 34k | 54.73 |
| 2018-12-31 | $1.5M | 31k | 49.29 |
| 2018-09-30 | $1.7M | 30k | 56.08 |
| 2018-06-30 | $1.6M | 31k | 53.11 |
| 2018-03-31 | $12M | 235k | 52.84 |
| 2017-12-31 | $14M | 252k | 54.67 |
| 2017-09-30 | $12M | 228k | 51.82 |
| 2017-06-30 | $8.0M | 160k | 50.20 |
| 2017-03-31 | $18M | 367k | 49.68 |
| 2016-12-31 | $16M | 329k | 48.09 |
| 2016-09-30 | $16M | 359k | 45.56 |
| 2016-06-30 | $16M | 353k | 44.79 |
| 2016-03-31 | $35k | 800 | 43.75 |
| 2015-12-31 | $25k | 600 | 41.67 |
| 2015-09-30 | $8.0k | 200 | 40.00 |
| 2013-09-30 | $0 | 11 | 0.00 |
| 2013-06-30 | $1.0k | 16 | 62.50 |
| 2013-03-31 | $350 | 10 | 35.00 |
| 2012-06-30 | $217 | 7 | 31.06 |
| 2012-03-31 | $0 | 7 | 0.00 |
| 2011-12-31 | $0 | 7 | 0.00 |