Schwab Strategic Tr cmn shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Sax Wealth Advisors 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 Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $863k | 12k | 70.10 |
2023-09-30 | $803k | 13k | 64.46 |
2023-06-30 | $836k | 13k | 67.09 |
2023-03-31 | $817k | 13k | 65.58 |
2022-12-31 | $806k | 12k | 66.02 |
2022-09-30 | $714k | 12k | 58.47 |
2022-06-30 | $762k | 12k | 62.40 |
2022-03-31 | $872k | 12k | 71.41 |
2021-12-31 | $894k | 12k | 73.21 |