Schwab Strategic Tr cmn shares owned by PRW Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by PRW Wealth Management 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 PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $273k | 4.4k | 61.78 |
| 2023-03-31 | $293k | 4.4k | 66.36 |
| 2022-09-30 | $258k | 4.4k | 58.42 |
| 2022-06-30 | $276k | 4.4k | 62.50 |
| 2022-03-31 | $315k | 4.4k | 71.33 |
| 2021-12-31 | $323k | 4.4k | 73.14 |
| 2021-09-30 | $298k | 4.4k | 67.48 |
| 2021-03-31 | $288k | 4.4k | 65.22 |
| 2020-12-31 | $263k | 4.4k | 59.56 |
| 2019-12-31 | $217k | 3.6k | 60.01 |
| 2019-09-30 | $205k | 3.6k | 56.69 |
| 2019-06-30 | $203k | 3.6k | 56.14 |
| 2019-03-31 | $198k | 3.6k | 54.76 |
| 2018-12-31 | $178k | 3.6k | 49.23 |