Schwab Strategic Tr cmn shares owned by Ledge Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Ledge Wealth Management
from 13F filings
Historical chart of Ledge Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Ledge Wealth Management 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 Ledge Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $626k | 8.9k | 70.11 |
2023-09-30 | $571k | 8.9k | 64.46 |
2023-06-30 | $591k | 8.8k | 67.09 |
2023-03-31 | $799k | 12k | 65.58 |
2022-12-31 | $2.2M | 34k | 66.01 |
2022-09-30 | $1.3M | 22k | 58.53 |
2022-06-30 | $2.2M | 36k | 62.41 |
2022-03-31 | $2.0M | 28k | 71.40 |