Schwab Strategic Tr cmn shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $3.1M | 46k | 67.49 |
| 2021-06-30 | $3.1M | 46k | 68.37 |
| 2021-03-31 | $2.6M | 40k | 65.29 |
| 2020-12-31 | $744k | 14k | 52.21 |
| 2020-09-30 | $745k | 14k | 52.28 |
| 2020-06-30 | $312k | 6.2k | 50.08 |
| 2019-12-31 | $684k | 11k | 59.81 |
| 2019-09-30 | $622k | 11k | 56.76 |
| 2019-06-30 | $563k | 10k | 56.54 |
| 2019-03-31 | $569k | 10k | 55.38 |
| 2018-12-31 | $510k | 10k | 50.65 |
| 2018-09-30 | $487k | 9.2k | 53.13 |
| 2018-06-30 | $492k | 9.3k | 53.10 |
| 2018-03-31 | $960k | 18k | 52.84 |
| 2017-12-31 | $1.1M | 19k | 56.90 |