Schwab Strategic Tr cmn shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $248k | 3.3k | 75.98 |
| 2023-09-30 | $275k | 4.3k | 64.47 |
| 2023-06-30 | $290k | 4.3k | 67.05 |
| 2023-03-31 | $280k | 4.3k | 64.75 |
| 2022-12-31 | $266k | 4.0k | 65.81 |
| 2022-09-30 | $236k | 4.0k | 58.40 |
| 2022-06-30 | $252k | 4.0k | 62.36 |
| 2022-03-31 | $421k | 5.9k | 71.31 |
| 2021-12-31 | $1.1M | 16k | 73.19 |
| 2021-09-30 | $1.1M | 16k | 67.47 |
| 2021-03-31 | $971k | 15k | 65.27 |
| 2020-12-31 | $935k | 16k | 59.51 |
| 2020-09-30 | $865k | 17k | 52.22 |
| 2020-06-30 | $823k | 16k | 50.11 |
| 2020-03-31 | $698k | 16k | 44.29 |
| 2019-12-31 | $762k | 13k | 60.16 |