Schwab Strategic Tr cmn shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $52k | 680 | 75.98 |
| 2023-12-31 | $48k | 680 | 70.10 |
| 2023-09-30 | $44k | 680 | 64.46 |
| 2023-06-30 | $46k | 680 | 67.09 |
| 2023-03-31 | $148k | 2.3k | 65.58 |
| 2022-12-31 | $110k | 1.7k | 66.02 |
| 2022-09-30 | $98k | 1.7k | 58.72 |
| 2019-03-31 | $589k | 11k | 55.38 |
| 2018-12-31 | $822k | 17k | 49.31 |
| 2018-09-30 | $938k | 17k | 56.27 |
| 2018-06-30 | $858k | 16k | 53.11 |
| 2018-03-31 | $838k | 16k | 52.21 |
| 2017-12-31 | $1.0M | 18k | 55.60 |
| 2017-09-30 | $904k | 18k | 51.80 |
| 2017-06-30 | $868k | 17k | 50.99 |
| 2017-03-31 | $752k | 15k | 48.93 |
| 2016-12-31 | $711k | 15k | 48.38 |
| 2016-09-30 | $612k | 14k | 44.84 |
| 2016-06-30 | $616k | 13k | 45.98 |
| 2016-03-31 | $557k | 13k | 43.44 |
| 2015-12-31 | $445k | 11k | 39.54 |
| 2015-09-30 | $455k | 11k | 41.11 |
| 2015-06-30 | $458k | 10k | 43.95 |
| 2015-03-31 | $460k | 10k | 44.15 |
More positions owned by Phillips Financial Management
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