Schwab Strategic Tr cmn shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by My Legacy Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $339k | 4.9k | 69.71 |
2023-09-30 | $318k | 5.0k | 63.27 |
2023-06-30 | $347k | 5.1k | 67.89 |
2023-03-31 | $371k | 5.6k | 65.77 |
2022-12-31 | $396k | 5.7k | 68.80 |
2022-09-30 | $470k | 7.9k | 59.59 |
2022-06-30 | $569k | 9.0k | 62.89 |
2022-03-31 | $648k | 9.1k | 71.39 |