Schwab Strategic Tr cmn shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Prestige Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $299k | 12k | 26.07 |
2024-09-30 | $307k | 3.8k | 80.38 |
2024-06-30 | $341k | 4.6k | 74.53 |
2024-03-31 | $347k | 4.6k | 75.99 |
2023-12-31 | $320k | 4.6k | 70.11 |
2023-09-30 | $295k | 4.6k | 64.47 |
2023-06-30 | $353k | 5.3k | 67.10 |
2023-03-31 | $345k | 5.3k | 65.59 |
2022-12-31 | $348k | 5.3k | 66.03 |
2022-09-30 | $308k | 5.3k | 58.49 |
2022-06-30 | $329k | 5.3k | 62.46 |
2022-03-31 | $376k | 5.3k | 71.39 |
2021-12-31 | $404k | 5.5k | 73.18 |
2021-09-30 | $380k | 5.6k | 67.42 |
2021-06-30 | $386k | 5.6k | 68.38 |
2021-03-31 | $369k | 5.6k | 65.37 |
2020-12-31 | $359k | 6.0k | 59.54 |
2020-09-30 | $315k | 6.0k | 52.18 |
2020-06-30 | $412k | 8.2k | 50.16 |
2020-03-31 | $1.3M | 29k | 44.28 |
2019-12-31 | $2.0M | 33k | 60.13 |
2019-09-30 | $1.9M | 33k | 56.73 |
2019-06-30 | $1.9M | 33k | 56.14 |
2019-03-31 | $1.9M | 35k | 54.74 |
2018-12-31 | $1.8M | 37k | 49.29 |
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