Schwab Strategic Tr cmn shares owned by PBWM Holdings
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $376k | 5.7k | 65.58 |
| 2022-12-31 | $378k | 5.7k | 66.00 |
| 2022-09-30 | $338k | 5.8k | 58.45 |
| 2022-06-30 | $361k | 5.8k | 62.42 |
| 2022-03-31 | $413k | 5.8k | 71.42 |
| 2021-12-31 | $423k | 5.8k | 73.20 |
| 2021-09-30 | $412k | 6.1k | 67.56 |
| 2021-06-30 | $424k | 6.2k | 68.32 |
| 2021-03-31 | $405k | 6.2k | 65.31 |
| 2020-12-31 | $371k | 6.2k | 59.60 |
| 2020-09-30 | $325k | 6.2k | 52.27 |
| 2020-06-30 | $324k | 6.5k | 50.04 |
| 2020-03-31 | $1.1M | 24k | 44.29 |
| 2019-12-31 | $2.9M | 48k | 60.11 |
| 2019-09-30 | $2.6M | 46k | 56.73 |
| 2019-06-30 | $2.5M | 44k | 56.14 |
| 2019-03-31 | $2.4M | 43k | 54.74 |