Schwab Strategic Tr cmn shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 54k | 26.07 |
| 2024-09-30 | $17M | 217k | 80.37 |
| 2024-06-30 | $1.3M | 17k | 74.08 |
| 2024-03-31 | $1.1M | 15k | 75.98 |
| 2023-12-31 | $1.0M | 14k | 70.10 |
| 2023-09-30 | $12M | 191k | 64.46 |
| 2023-06-30 | $733k | 11k | 67.09 |
| 2023-03-31 | $822k | 13k | 65.58 |
| 2022-12-31 | $12M | 188k | 66.02 |
| 2022-09-30 | $641k | 11k | 58.49 |
| 2022-06-30 | $765k | 12k | 66.31 |
| 2022-03-31 | $16M | 230k | 71.39 |
| 2021-12-31 | $17M | 239k | 71.57 |
| 2021-09-30 | $557k | 8.3k | 67.44 |
| 2021-06-30 | $319k | 4.7k | 68.29 |
| 2020-12-31 | $9.1M | 145k | 62.57 |
| 2019-09-30 | $8.8M | 155k | 56.73 |
| 2018-12-31 | $287k | 5.3k | 53.71 |
More positions owned by Pensionmark Financial Group
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