Schwab Strategic Tr cmn shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 175k | 80.22 |
| 2024-06-30 | $13M | 176k | 74.08 |
| 2024-03-31 | $14M | 178k | 75.98 |
| 2023-12-31 | $13M | 181k | 70.10 |
| 2023-09-30 | $12M | 182k | 64.46 |
| 2023-06-30 | $13M | 186k | 67.09 |
| 2023-03-31 | $13M | 203k | 65.58 |
| 2022-12-31 | $12M | 181k | 66.02 |
| 2022-09-30 | $5.7M | 84k | 67.19 |
| 2022-06-30 | $3.0M | 48k | 62.42 |
| 2022-03-31 | $1.4M | 20k | 71.20 |
| 2021-12-31 | $1.2M | 17k | 71.20 |
| 2021-09-30 | $884k | 16k | 55.20 |
| 2021-06-30 | $806k | 15k | 55.20 |
| 2021-03-31 | $759k | 14k | 55.20 |
| 2020-12-31 | $728k | 13k | 55.20 |
| 2020-09-30 | $658k | 13k | 52.19 |
| 2020-06-30 | $620k | 12k | 50.11 |
| 2020-03-31 | $701k | 16k | 44.27 |
| 2019-12-31 | $555k | 9.2k | 60.12 |
| 2019-09-30 | $531k | 9.4k | 56.73 |
| 2019-06-30 | $525k | 9.3k | 56.14 |
| 2019-03-31 | $4.5M | 82k | 54.74 |
| 2018-12-31 | $456k | 9.3k | 49.29 |