Schwab Strategic Tr cmn shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $683k | 26k | 26.07 |
| 2024-09-30 | $717k | 8.9k | 80.37 |
| 2024-06-30 | $811k | 11k | 74.08 |
| 2024-03-31 | $841k | 11k | 75.98 |
| 2023-12-31 | $654k | 9.3k | 70.10 |
| 2023-09-30 | $674k | 11k | 64.46 |
| 2023-06-30 | $717k | 11k | 67.09 |
| 2023-03-31 | $1.1M | 17k | 65.58 |
| 2022-12-31 | $1.8M | 27k | 66.02 |
| 2022-09-30 | $1.9M | 33k | 58.50 |
| 2022-06-30 | $2.2M | 35k | 62.43 |
| 2022-03-31 | $2.6M | 36k | 71.39 |
| 2021-12-31 | $3.2M | 44k | 73.23 |
| 2021-09-30 | $3.1M | 45k | 67.49 |
| 2021-06-30 | $3.2M | 48k | 65.27 |
| 2021-03-31 | $3.2M | 48k | 65.27 |
| 2020-12-31 | $2.8M | 48k | 59.53 |