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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

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Quarterly 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