Schwab Strategic Tr cmn shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $882k | 11k | 80.37 |
| 2024-06-30 | $819k | 11k | 74.08 |
| 2024-03-31 | $836k | 11k | 75.98 |
| 2023-12-31 | $609k | 8.7k | 70.10 |
| 2023-09-30 | $536k | 8.3k | 64.46 |
| 2023-06-30 | $533k | 8.0k | 67.09 |
| 2023-03-31 | $469k | 7.1k | 65.58 |
| 2022-12-31 | $587k | 8.9k | 66.02 |
| 2022-09-30 | $903k | 15k | 58.54 |
| 2022-06-30 | $949k | 15k | 62.43 |
| 2022-03-31 | $366k | 5.1k | 71.33 |
| 2021-12-31 | $299k | 4.1k | 73.25 |
| 2021-09-30 | $235k | 3.5k | 67.35 |
| 2021-06-30 | $239k | 3.5k | 68.50 |