Schwab Strategic Tr cmn shares owned by Personal Resources Investment & Strategic Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Personal Resources Investment & Strategic Management
from 13F filings
Historical chart of Personal Resources Investment & Strategic Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Personal Resources Investment & Strategic Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $497k | 6.5k | 75.98 |
| 2023-12-31 | $632k | 9.0k | 70.10 |
| 2023-09-30 | $593k | 9.2k | 64.46 |
| 2023-06-30 | $17M | 259k | 67.09 |
| 2023-03-31 | $16M | 247k | 65.58 |
| 2022-12-31 | $16M | 242k | 66.02 |
| 2022-09-30 | $14M | 236k | 58.51 |
| 2022-06-30 | $15M | 235k | 62.42 |
| 2022-03-31 | $17M | 238k | 71.39 |
| 2021-12-31 | $17M | 231k | 73.22 |
| 2021-09-30 | $15M | 226k | 67.48 |
| 2021-06-30 | $16M | 232k | 68.37 |
| 2021-03-31 | $16M | 244k | 65.28 |
| 2020-12-31 | $14M | 235k | 59.53 |
| 2020-09-30 | $12M | 229k | 52.19 |
| 2020-06-30 | $6.5M | 129k | 50.11 |
| 2020-03-31 | $4.0M | 91k | 44.27 |
| 2019-12-31 | $3.3M | 55k | 60.11 |
| 2019-09-30 | $3.2M | 56k | 56.74 |
| 2019-06-30 | $4.4M | 79k | 56.14 |
| 2019-03-31 | $4.3M | 79k | 54.74 |
| 2018-12-31 | $4.4M | 89k | 49.29 |
| 2018-09-30 | $5.1M | 96k | 53.61 |
| 2018-06-30 | $4.2M | 77k | 53.80 |
| 2018-03-31 | $3.1M | 58k | 53.84 |
More positions owned by Personal Resources Investment & Strategic Management
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