Schwab Strategic Tr cmn shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox 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 Lenox 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 Lenox Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-06-30 | $111k | 2.2k | 49.82 |
2020-03-31 | $95k | 2.1k | 44.25 |
2019-12-31 | $131k | 2.2k | 60.04 |
2019-09-30 | $58k | 1.0k | 56.59 |
2019-06-30 | $40k | 717 | 55.79 |
2019-03-31 | $4.0k | 67 | 59.70 |