Schwab Strategic Tr cmn shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $18k | 576 | 30.50 |
| 2023-03-31 | $13k | 192 | 67.71 |
| 2022-12-31 | $13k | 192 | 67.71 |
| 2022-09-30 | $12k | 192 | 62.50 |
| 2022-06-30 | $12k | 192 | 62.50 |
| 2022-03-31 | $14k | 192 | 72.92 |
| 2021-12-31 | $13k | 192 | 67.71 |
| 2021-09-30 | $13k | 192 | 67.71 |
| 2021-06-30 | $14k | 200 | 70.00 |
| 2021-03-31 | $14k | 210 | 66.67 |
| 2020-12-31 | $13k | 210 | 61.90 |
| 2020-09-30 | $11k | 210 | 52.38 |
| 2020-06-30 | $11k | 210 | 52.38 |
| 2020-03-31 | $10k | 235 | 42.55 |
| 2019-12-31 | $14k | 235 | 59.57 |
| 2019-09-30 | $13k | 235 | 55.32 |
| 2019-06-30 | $13k | 235 | 55.32 |
| 2019-03-31 | $13k | 235 | 55.32 |
| 2018-12-31 | $12k | 235 | 51.06 |