Schwab Strategic Tr cmn shares owned by Red Door Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Red Door Wealth Management
from 13F filings
Historical chart of Red Door Wealth Management investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Red Door Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $817k | 10k | 80.37 |
2024-06-30 | $754k | 10k | 74.08 |
2024-03-31 | $773k | 10k | 75.98 |
2023-12-31 | $697k | 9.9k | 70.10 |
2023-09-30 | $639k | 9.9k | 64.46 |
2023-06-30 | $681k | 10k | 67.09 |
2023-03-31 | $667k | 10k | 65.58 |
2022-12-31 | $659k | 10k | 66.02 |
2022-09-30 | $535k | 9.2k | 58.47 |
2022-06-30 | $569k | 9.1k | 62.36 |
2022-03-31 | $559k | 7.8k | 71.35 |
2021-12-31 | $1.1M | 15k | 73.18 |
2021-09-30 | $711k | 11k | 67.49 |
2021-06-30 | $719k | 11k | 68.31 |
2020-06-30 | $112k | 2.2k | 49.89 |
2020-03-31 | $102k | 2.3k | 44.12 |
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