Schwab Strategic Tr cmn shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $454k | 5.6k | 80.38 |
| 2024-06-30 | $505k | 6.8k | 74.08 |
| 2024-03-31 | $518k | 6.8k | 75.98 |
| 2023-12-31 | $545k | 7.8k | 70.10 |
| 2023-09-30 | $564k | 8.8k | 64.46 |
| 2023-06-30 | $546k | 8.1k | 67.09 |
| 2023-03-31 | $534k | 8.1k | 65.58 |
| 2022-12-31 | $571k | 8.6k | 66.02 |
| 2022-09-30 | $506k | 8.6k | 58.52 |
| 2022-06-30 | $540k | 8.6k | 62.45 |
| 2022-03-31 | $617k | 8.6k | 71.35 |
| 2021-12-31 | $633k | 8.6k | 73.20 |
| 2021-09-30 | $584k | 8.6k | 67.54 |
| 2021-06-30 | $591k | 8.6k | 68.35 |
| 2021-03-31 | $564k | 8.6k | 65.22 |
| 2020-12-31 | $515k | 8.6k | 59.56 |
More positions owned by Smith, Salley & Associates
View all positions for Smith, Salley & Associates