Schwab Strategic Tr cmn shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 245k | 80.37 |
| 2024-06-30 | $8.0M | 108k | 74.08 |
| 2024-03-31 | $8.1M | 107k | 75.98 |
| 2023-12-31 | $9.8M | 139k | 70.10 |
| 2023-09-30 | $9.0M | 140k | 64.46 |
| 2023-06-30 | $8.3M | 124k | 67.09 |
| 2023-03-31 | $9.3M | 142k | 65.58 |
| 2022-12-31 | $11M | 168k | 66.02 |
| 2022-09-30 | $12M | 210k | 58.51 |
| 2022-06-30 | $6.8M | 108k | 62.42 |
| 2022-03-31 | $6.5M | 90k | 71.39 |
| 2021-12-31 | $6.7M | 92k | 73.23 |
| 2021-09-30 | $5.8M | 86k | 67.49 |
| 2021-06-30 | $6.1M | 89k | 68.37 |
| 2021-03-31 | $5.5M | 84k | 65.28 |
| 2020-12-31 | $3.8M | 64k | 59.53 |
| 2020-09-30 | $3.2M | 61k | 52.26 |
| 2020-06-30 | $3.3M | 66k | 50.01 |
| 2020-03-31 | $13M | 316k | 42.21 |
| 2019-12-31 | $28M | 456k | 60.44 |
| 2019-09-30 | $25M | 442k | 56.73 |
| 2019-06-30 | $25M | 445k | 56.54 |
| 2019-03-31 | $25M | 448k | 54.74 |
| 2018-12-31 | $279k | 5.7k | 49.22 |
| 2018-09-30 | $323k | 5.8k | 56.14 |
| 2018-06-30 | $298k | 5.6k | 53.12 |
| 2018-03-31 | $566k | 11k | 51.63 |
| 2017-12-31 | $630k | 12k | 54.70 |
| 2017-09-30 | $545k | 11k | 51.83 |
| 2017-06-30 | $334k | 6.7k | 50.23 |
| 2017-03-31 | $330k | 6.7k | 49.62 |
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