Schwab Strategic Tr cmn shares owned by Southern Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $761k | 12k | 65.58 |
| 2022-12-31 | $783k | 12k | 66.02 |
| 2022-09-30 | $717k | 11k | 64.88 |
| 2022-06-30 | $624k | 10k | 62.39 |
| 2022-03-31 | $634k | 8.9k | 71.37 |
| 2021-12-31 | $648k | 8.9k | 73.20 |
| 2021-09-30 | $5.7M | 84k | 67.48 |
| 2021-06-30 | $5.8M | 82k | 69.96 |
| 2021-03-31 | $5.3M | 82k | 65.28 |
| 2020-12-31 | $4.9M | 82k | 59.53 |
| 2020-09-30 | $4.2M | 81k | 52.18 |
| 2020-06-30 | $3.9M | 78k | 50.11 |
| 2020-03-31 | $3.5M | 80k | 44.27 |
| 2019-12-31 | $482k | 8.0k | 60.11 |
More positions owned by Southern Wealth Management
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