Schwab Strategic Tr cmn shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 104k | 29.84 |
| 2025-09-30 | $3.0M | 103k | 29.11 |
| 2025-06-30 | $2.8M | 101k | 27.67 |
| 2025-03-31 | $312k | 12k | 26.58 |
| 2024-12-31 | $305k | 12k | 26.04 |
| 2024-09-30 | $350k | 4.4k | 80.09 |
| 2024-06-30 | $751k | 10k | 73.71 |
| 2024-03-31 | $873k | 12k | 75.98 |
| 2023-12-31 | $760k | 11k | 70.10 |
| 2023-09-30 | $636k | 9.9k | 64.46 |
| 2023-06-30 | $667k | 9.9k | 67.09 |
| 2023-03-31 | $745k | 11k | 65.58 |
| 2022-12-31 | $215k | 3.3k | 66.02 |
| 2022-03-31 | $244k | 3.4k | 71.35 |