Schwab Strategic Tr cmn shares owned by Sage Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 271k | 80.37 |
| 2024-06-30 | $20M | 274k | 74.08 |
| 2024-03-31 | $21M | 279k | 75.98 |
| 2023-12-31 | $20M | 286k | 70.10 |
| 2023-09-30 | $17M | 269k | 64.46 |
| 2023-06-30 | $18M | 275k | 67.09 |
| 2023-03-31 | $18M | 280k | 65.58 |
| 2022-12-31 | $18M | 274k | 66.02 |
| 2022-09-30 | $15M | 262k | 58.51 |
| 2022-06-30 | $16M | 257k | 62.42 |
| 2022-03-31 | $17M | 244k | 71.39 |
| 2021-12-31 | $16M | 223k | 73.22 |
| 2021-09-30 | $15M | 220k | 67.48 |
| 2021-06-30 | $15M | 219k | 68.37 |
| 2021-03-31 | $14M | 206k | 65.28 |
| 2020-12-31 | $13M | 210k | 59.53 |
| 2020-09-30 | $11M | 205k | 52.19 |
| 2020-06-30 | $9.9M | 197k | 50.11 |
| 2020-03-31 | $9.1M | 205k | 44.27 |
| 2019-12-31 | $12M | 204k | 60.12 |
| 2019-09-30 | $12M | 202k | 56.73 |
| 2019-06-30 | $12M | 215k | 56.14 |
| 2019-03-31 | $12M | 211k | 54.74 |
| 2018-12-31 | $10M | 205k | 49.29 |
| 2018-09-30 | $10M | 182k | 56.08 |
| 2018-06-30 | $9.6M | 181k | 53.12 |
| 2018-03-31 | $9.5M | 180k | 52.84 |
| 2017-12-31 | $9.7M | 177k | 54.67 |
| 2017-09-30 | $8.1M | 156k | 51.82 |
| 2017-06-30 | $7.7M | 153k | 50.20 |
| 2017-03-31 | $7.2M | 146k | 49.68 |
| 2016-12-31 | $6.2M | 130k | 48.09 |
| 2016-09-30 | $5.0M | 110k | 45.56 |
| 2016-06-30 | $3.4M | 76k | 44.79 |
| 2016-03-31 | $44k | 1.0k | 43.56 |