Schwab Strategic Tr cmn shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $217k | 2.9k | 75.99 |
| 2023-12-31 | $199k | 2.8k | 70.10 |
| 2023-09-30 | $183k | 2.8k | 64.46 |
| 2023-06-30 | $191k | 2.8k | 67.09 |
| 2023-03-31 | $187k | 2.8k | 65.58 |
| 2022-12-31 | $191k | 2.9k | 66.02 |
| 2022-09-30 | $169k | 2.9k | 58.38 |
| 2022-06-30 | $177k | 2.8k | 62.59 |
| 2022-03-31 | $203k | 2.8k | 71.40 |
| 2021-12-31 | $209k | 2.9k | 73.23 |
| 2021-09-30 | $205k | 3.0k | 67.35 |
| 2021-06-30 | $200k | 2.9k | 68.49 |
| 2021-03-31 | $244k | 3.7k | 65.15 |
| 2020-12-31 | $246k | 4.1k | 59.43 |
| 2020-09-30 | $201k | 3.8k | 52.30 |
| 2020-06-30 | $250k | 5.0k | 50.18 |
| 2020-03-31 | $205k | 4.6k | 44.32 |
| 2019-12-31 | $278k | 4.6k | 60.11 |
| 2019-09-30 | $214k | 3.8k | 56.67 |
| 2019-06-30 | $204k | 3.6k | 56.26 |
| 2019-03-31 | $110k | 2.0k | 54.75 |
| 2018-12-31 | $99k | 2.0k | 49.28 |
| 2018-09-30 | $87k | 1.6k | 55.81 |
| 2018-06-30 | $28k | 535 | 52.34 |
| 2018-03-31 | $28k | 535 | 52.34 |
| 2017-12-31 | $29k | 535 | 54.21 |
| 2017-09-30 | $21k | 412 | 50.97 |