Schwab Strategic Tr cmn shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $470k | 18k | 26.07 |
| 2024-09-30 | $482k | 6.0k | 80.37 |
| 2024-06-30 | $372k | 5.0k | 74.08 |
| 2024-03-31 | $509k | 6.7k | 75.98 |
| 2023-12-31 | $517k | 7.4k | 70.10 |
| 2023-09-30 | $718k | 11k | 64.46 |
| 2023-06-30 | $921k | 14k | 67.09 |
| 2023-03-31 | $951k | 15k | 65.58 |
| 2022-12-31 | $952k | 14k | 66.02 |
| 2022-09-30 | $888k | 15k | 58.54 |
| 2022-06-30 | $947k | 15k | 62.43 |
| 2022-03-31 | $1.0M | 14k | 71.41 |
| 2021-12-31 | $734k | 10k | 73.27 |
| 2021-09-30 | $690k | 10k | 67.53 |
| 2021-06-30 | $700k | 10k | 68.38 |
| 2021-03-31 | $608k | 9.3k | 65.29 |
| 2020-12-31 | $511k | 8.6k | 59.56 |
| 2020-09-30 | $359k | 6.9k | 52.17 |
| 2020-06-30 | $485k | 9.7k | 50.15 |
| 2020-03-31 | $434k | 9.8k | 44.28 |
| 2019-12-31 | $422k | 7.0k | 60.06 |
| 2019-09-30 | $442k | 7.8k | 56.79 |
| 2019-06-30 | $462k | 8.2k | 56.13 |
| 2019-03-31 | $445k | 25k | 17.92 |
More positions owned by Joseph P. Lucia & Associates
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