Schwab Strategic Tr cmn shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 115k | 80.37 |
| 2024-06-30 | $8.3M | 112k | 74.08 |
| 2024-03-31 | $7.9M | 104k | 75.98 |
| 2023-12-31 | $7.2M | 103k | 70.10 |
| 2023-09-30 | $6.2M | 96k | 64.46 |
| 2023-06-30 | $5.6M | 84k | 67.09 |
| 2023-03-31 | $5.2M | 80k | 64.75 |
| 2022-12-31 | $5.3M | 80k | 66.02 |
| 2022-09-30 | $4.6M | 79k | 58.51 |
| 2022-06-30 | $4.6M | 73k | 62.42 |
| 2022-03-31 | $5.0M | 70k | 72.41 |
| 2021-12-31 | $4.9M | 68k | 71.80 |
| 2021-09-30 | $3.6M | 53k | 68.06 |
| 2021-06-30 | $3.6M | 53k | 68.06 |
| 2021-03-31 | $2.8M | 43k | 65.27 |
| 2020-12-31 | $1.1M | 19k | 59.54 |
| 2020-09-30 | $1.1M | 20k | 54.08 |
| 2020-03-31 | $162M | 3.0M | 54.79 |
| 2019-12-31 | $704k | 47k | 15.03 |
| 2016-12-31 | $64k | 1.3k | 48.09 |
| 2016-06-30 | $50k | 1.1k | 44.80 |
| 2016-03-31 | $48k | 1.1k | 43.19 |
| 2015-12-31 | $47k | 1.1k | 42.43 |
| 2015-09-30 | $44k | 1.1k | 39.82 |
| 2015-06-30 | $47k | 1.1k | 43.04 |
| 2015-03-31 | $90k | 1.9k | 46.03 |