Schwab Strategic Tr cmn shares owned by Lantz Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Lantz Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Lantz Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $616k | 24k | 26.07 |
2024-09-30 | $633k | 7.9k | 80.37 |
2024-06-30 | $583k | 7.9k | 74.08 |
2024-03-31 | $598k | 7.9k | 75.98 |
2023-12-31 | $552k | 7.9k | 70.10 |
2023-09-30 | $507k | 7.9k | 64.46 |
2023-06-30 | $528k | 7.9k | 67.09 |
2023-03-31 | $516k | 7.9k | 65.58 |
2022-12-31 | $520k | 7.9k | 66.02 |
2022-09-30 | $460k | 7.9k | 58.45 |
2022-06-30 | $491k | 7.9k | 62.39 |
2022-03-31 | $640k | 9.0k | 71.39 |
2021-12-31 | $656k | 9.0k | 73.17 |
2021-09-30 | $605k | 9.0k | 67.48 |
2021-06-30 | $613k | 9.0k | 68.38 |
2021-03-31 | $585k | 9.0k | 65.25 |
2020-12-31 | $534k | 9.0k | 59.57 |
2020-09-30 | $468k | 9.0k | 52.20 |
2020-06-30 | $449k | 9.0k | 50.08 |
2020-03-31 | $584k | 13k | 44.27 |
2019-12-31 | $879k | 15k | 60.09 |
2019-09-30 | $803k | 15k | 54.89 |
2019-06-30 | $830k | 15k | 56.58 |
2019-03-31 | $803k | 15k | 54.74 |