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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Prestige Wealth Management Group
View all positions for Prestige Wealth Management Group