Red Door Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Red Door Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Red Door Wealth Management

Quarter filed Position value Share count Share price at filing
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