Schwab Strategic Tr cmn shares owned by Retirement Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement 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 Retirement Group 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 |
---|---|---|---|
2024-03-31 | $568k | 7.5k | 75.98 |
2023-12-31 | $531k | 7.6k | 70.10 |
2023-09-30 | $491k | 7.6k | 64.46 |
2023-06-30 | $522k | 7.8k | 67.09 |
2023-03-31 | $593k | 9.0k | 65.63 |
2022-12-31 | $747k | 11k | 66.00 |
2022-09-30 | $1.0M | 17k | 58.50 |
2022-06-30 | $1.9M | 30k | 62.41 |
2022-03-31 | $1.1M | 16k | 71.36 |
2021-12-31 | $1.1M | 14k | 73.20 |
2021-09-30 | $933k | 14k | 67.50 |
2021-06-30 | $991k | 15k | 68.35 |
2021-03-31 | $738k | 11k | 65.29 |
2020-12-31 | $626k | 11k | 59.44 |
2020-09-30 | $203k | 3.5k | 58.77 |
2020-06-30 | $380k | 7.6k | 50.15 |
2019-12-31 | $389k | 6.5k | 60.09 |