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Schwab Strategic Tr cmn shares owned by Strategic Family Wealth Counselors

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

Historical chart of Strategic Family Wealth Counselors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $249k 3.6k 70.10
2022-12-31 $552k 8.4k 66.02
2022-09-30 $431k 7.4k 58.50
2022-06-30 $417k 6.7k 62.41
2022-03-31 $466k 6.5k 71.34
2021-12-31 $414k 5.7k 73.22
2021-09-30 $382k 5.7k 67.56
2021-06-30 $387k 5.7k 68.45
2021-03-31 $369k 5.7k 65.26
2020-12-31 $337k 5.7k 59.60
2020-09-30 $295k 5.7k 52.18
2020-06-30 $283k 5.7k 50.05
2020-03-31 $250k 5.7k 44.22