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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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