Schwab Strategic Tr cmn shares owned by James J. Burns & Company
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.7M | 372k | 26.07 |
| 2024-09-30 | $9.8M | 122k | 80.37 |
| 2024-06-30 | $8.8M | 119k | 74.08 |
| 2024-03-31 | $6.4M | 85k | 75.17 |
| 2023-09-30 | $7.1M | 110k | 64.47 |
| 2023-06-30 | $7.3M | 108k | 67.09 |
| 2023-03-31 | $7.2M | 109k | 65.58 |
| 2022-12-31 | $5.2M | 79k | 66.01 |
| 2022-09-30 | $4.7M | 81k | 58.50 |