Schwab Strategic Tr cmn shares owned by Stone Point Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $525k | 7.5k | 70.10 |
| 2023-09-30 | $478k | 7.4k | 64.46 |
| 2023-06-30 | $443k | 6.6k | 67.09 |
| 2023-03-31 | $372k | 5.7k | 65.58 |
| 2022-12-31 | $375k | 5.7k | 66.02 |
| 2022-09-30 | $487k | 8.3k | 58.44 |
| 2022-06-30 | $509k | 8.2k | 62.42 |
| 2022-03-31 | $312k | 4.3k | 71.91 |
| 2021-12-31 | $314k | 4.3k | 72.99 |