Schwab Strategic Tr cmn shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $423k | 5.3k | 80.37 |
| 2024-06-30 | $390k | 5.3k | 74.08 |
| 2024-03-31 | $398k | 5.2k | 75.98 |
| 2023-12-31 | $367k | 5.2k | 70.10 |
| 2023-09-30 | $337k | 5.2k | 64.46 |
| 2023-06-30 | $351k | 5.2k | 67.09 |
| 2023-03-31 | $343k | 5.2k | 65.58 |
| 2022-12-31 | $345k | 5.2k | 66.02 |
| 2022-09-30 | $305k | 5.2k | 58.51 |
| 2022-06-30 | $327k | 5.2k | 62.42 |
| 2022-03-31 | $565k | 7.9k | 71.63 |
| 2021-12-31 | $578k | 7.9k | 73.17 |
| 2021-09-30 | $498k | 7.4k | 67.48 |
| 2021-06-30 | $505k | 7.4k | 68.43 |
| 2021-03-31 | $482k | 7.4k | 65.31 |
| 2020-12-31 | $439k | 7.4k | 59.49 |
| 2020-09-30 | $438k | 8.4k | 52.15 |
| 2020-06-30 | $421k | 8.4k | 50.13 |
More positions owned by Rockbridge Investment Management, LCC
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