Schwab Strategic Tr cmn shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $949k | 13k | 75.98 |
| 2023-12-31 | $876k | 13k | 70.10 |
| 2023-09-30 | $1.0M | 16k | 64.46 |
| 2023-06-30 | $1.1M | 17k | 67.09 |
| 2023-03-31 | $1.3M | 19k | 65.58 |
| 2022-12-31 | $1.4M | 21k | 66.02 |
| 2022-09-30 | $1.5M | 26k | 58.50 |
| 2022-06-30 | $1.6M | 26k | 62.40 |
| 2022-03-31 | $1.8M | 26k | 71.41 |
| 2021-12-31 | $1.9M | 26k | 73.23 |
| 2021-09-30 | $1.8M | 27k | 67.47 |
| 2021-06-30 | $1.9M | 27k | 68.37 |
| 2021-03-31 | $1.8M | 27k | 65.28 |
| 2020-12-31 | $1.6M | 27k | 59.52 |
| 2020-09-30 | $1.8M | 34k | 52.18 |
| 2020-06-30 | $1.9M | 39k | 50.11 |
| 2020-03-31 | $1.7M | 39k | 44.28 |
| 2019-12-31 | $635k | 11k | 60.10 |
| 2019-09-30 | $878k | 16k | 56.71 |
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