Schwab Strategic Tr cmn shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $223k | 7.3k | 30.50 |
| 2025-06-30 | $216k | 7.8k | 27.67 |
| 2025-03-31 | $207k | 7.8k | 26.58 |
| 2024-12-31 | $203k | 7.8k | 26.07 |
| 2024-09-30 | $209k | 2.6k | 80.37 |
| 2023-06-30 | $225k | 3.4k | 67.09 |
| 2023-03-31 | $220k | 3.4k | 65.58 |
| 2022-12-31 | $222k | 3.4k | 66.02 |
| 2022-06-30 | $210k | 3.4k | 62.52 |
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