Schwab Strategic Tr cmn shares owned by Roundview Capital
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Roundview Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $383k | 5.2k | 74.08 |
2024-03-31 | $395k | 5.2k | 75.98 |
2023-12-31 | $391k | 5.6k | 70.10 |
2023-09-30 | $360k | 5.6k | 64.46 |
2023-06-30 | $441k | 6.6k | 67.09 |
2023-03-31 | $465k | 7.1k | 65.58 |
2022-12-31 | $465k | 7.0k | 66.02 |
2022-09-30 | $412k | 7.0k | 58.54 |
2022-06-30 | $439k | 7.0k | 62.38 |
2022-03-31 | $512k | 7.2k | 71.35 |
2021-12-31 | $525k | 7.2k | 73.16 |
2021-09-30 | $484k | 7.2k | 67.45 |
2021-06-30 | $502k | 7.3k | 68.43 |
2021-03-31 | $479k | 7.3k | 65.29 |
2020-12-31 | $437k | 7.3k | 59.57 |
2020-09-30 | $209k | 4.0k | 52.22 |
2020-06-30 | $201k | 4.0k | 50.22 |
2019-12-31 | $294k | 4.9k | 60.04 |
2019-09-30 | $278k | 4.9k | 56.77 |
2019-06-30 | $275k | 4.9k | 56.16 |
2019-03-31 | $269k | 4.9k | 54.75 |
2018-12-31 | $273k | 5.5k | 49.30 |
2018-09-30 | $316k | 5.6k | 56.01 |
2018-06-30 | $300k | 5.6k | 53.17 |
2018-03-31 | $298k | 5.6k | 52.82 |
2017-12-31 | $322k | 5.9k | 54.70 |
2017-09-30 | $305k | 5.9k | 51.81 |
2017-06-30 | $330k | 6.6k | 50.21 |
2017-03-31 | $375k | 7.5k | 49.68 |
2016-12-31 | $388k | 8.1k | 48.15 |
2016-09-30 | $365k | 8.0k | 45.57 |
2016-06-30 | $399k | 8.9k | 44.84 |
2016-03-31 | $384k | 8.9k | 43.15 |
2015-12-31 | $368k | 8.7k | 42.47 |
2015-09-30 | $351k | 8.8k | 39.77 |
2015-06-30 | $371k | 8.6k | 43.06 |
2015-03-31 | $372k | 8.6k | 43.24 |
2014-12-31 | $379k | 8.6k | 44.05 |
2014-09-30 | $343k | 8.0k | 42.62 |
2014-06-30 | $345k | 8.0k | 42.87 |
2014-03-31 | $336k | 8.1k | 41.24 |