Schwab Strategic Tr cmn shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 278k | 80.37 |
| 2024-06-30 | $21M | 336k | 63.06 |
| 2024-03-31 | $15M | 200k | 75.98 |
| 2023-12-31 | $10M | 142k | 70.10 |
| 2023-09-30 | $9.1M | 141k | 64.46 |
| 2023-06-30 | $9.4M | 141k | 67.09 |
| 2023-03-31 | $9.2M | 140k | 65.58 |
| 2022-12-31 | $15M | 224k | 66.02 |
| 2022-09-30 | $10M | 175k | 58.51 |
| 2022-06-30 | $16M | 248k | 62.42 |
| 2022-03-31 | $12M | 162k | 71.39 |
| 2021-12-31 | $12M | 159k | 73.22 |
| 2021-09-30 | $39M | 571k | 67.48 |
| 2021-06-30 | $11M | 167k | 68.37 |
| 2021-03-31 | $10M | 158k | 65.28 |
| 2020-12-31 | $31M | 530k | 59.09 |
| 2020-09-30 | $7.2M | 138k | 52.18 |