Schwab Strategic Tr cmn shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $446k | 5.5k | 80.37 |
| 2024-06-30 | $465k | 6.3k | 73.71 |
| 2024-03-31 | $540k | 7.1k | 75.98 |
| 2023-12-31 | $573k | 8.2k | 70.10 |
| 2023-09-30 | $555k | 8.6k | 64.46 |
| 2023-06-30 | $649k | 9.7k | 67.09 |
| 2022-12-31 | $717k | 11k | 66.02 |
| 2022-09-30 | $640k | 11k | 58.51 |
| 2022-06-30 | $753k | 12k | 63.06 |
| 2022-03-31 | $853k | 12k | 71.39 |
| 2021-12-31 | $933k | 13k | 73.22 |
| 2021-09-30 | $959k | 14k | 67.48 |
| 2021-06-30 | $929k | 14k | 68.84 |
| 2021-03-31 | $843k | 13k | 65.81 |
| 2020-12-31 | $706k | 12k | 59.53 |
| 2020-09-30 | $558k | 11k | 52.19 |
| 2020-06-30 | $775k | 16k | 50.11 |
| 2020-03-31 | $689k | 16k | 42.21 |
| 2019-12-31 | $1.1M | 20k | 58.92 |