Schwab Strategic Tr cmn shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $248k | 3.1k | 80.37 |
| 2024-03-31 | $329k | 4.3k | 75.98 |
| 2023-12-31 | $307k | 4.4k | 70.10 |
| 2023-09-30 | $356k | 5.5k | 64.46 |
| 2023-06-30 | $389k | 5.8k | 67.09 |
| 2023-03-31 | $380k | 5.8k | 65.58 |
| 2022-12-31 | $383k | 5.8k | 66.02 |
| 2022-09-30 | $339k | 5.8k | 58.50 |
| 2022-06-30 | $361k | 5.8k | 62.30 |
| 2022-03-31 | $414k | 5.8k | 71.44 |
| 2021-12-31 | $424k | 5.8k | 73.17 |
| 2021-09-30 | $391k | 5.8k | 67.47 |
| 2021-06-30 | $396k | 5.8k | 68.33 |
More positions owned by One Charles Private Wealth Services
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