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Schwab Strategic Tr cmn shares owned by Sculati Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sculati Wealth Management from 13F filings

Historical chart of Sculati Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Sculati Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Sculati Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 62k 75.98
2024-06-30 $2.2M 30k 74.08
2024-03-31 $4.7M 62k 75.98
2023-12-31 $4.3M 62k 70.10
2023-09-30 $3.9M 61k 64.46
2023-06-30 $4.0M 59k 67.09
2023-03-31 $3.7M 57k 65.58
2022-12-31 $3.7M 57k 66.03
2022-09-30 $3.2M 55k 58.51
2022-06-30 $3.4M 54k 62.42
2022-03-31 $3.7M 51k 71.40
2021-12-31 $3.6M 49k 73.21
2021-09-30 $3.2M 48k 67.49
2021-06-30 $3.3M 48k 68.38
2021-03-31 $3.1M 47k 65.28
2020-12-31 $2.7M 46k 59.53
2020-09-30 $2.3M 45k 52.19
2020-06-30 $2.2M 45k 50.11
2020-03-31 $1.9M 43k 44.27
2019-12-31 $2.4M 41k 60.12