Schwab Strategic Tr cmn shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 30k | 80.37 |
| 2024-06-30 | $2.2M | 29k | 74.08 |
| 2024-03-31 | $2.3M | 30k | 75.98 |
| 2023-12-31 | $2.0M | 29k | 70.10 |
| 2023-09-30 | $1.8M | 29k | 64.46 |
| 2023-06-30 | $1.7M | 25k | 67.09 |
| 2023-03-31 | $1.6M | 25k | 65.58 |
| 2022-12-31 | $1.5M | 23k | 66.02 |
| 2022-09-30 | $1.1M | 20k | 58.54 |
| 2022-06-30 | $1.1M | 18k | 62.40 |
| 2022-03-31 | $1.0M | 15k | 71.42 |
| 2021-12-31 | $908k | 12k | 73.20 |
| 2021-06-30 | $583k | 8.5k | 68.37 |
| 2021-03-31 | $558k | 8.6k | 65.23 |
| 2020-12-31 | $477k | 8.0k | 59.49 |
| 2020-06-30 | $604k | 12k | 50.13 |
| 2019-12-31 | $475k | 7.9k | 60.08 |