Schwab Strategic Tr cmn shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by TCI Wealth Advisors 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 TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $202k | 2.5k | 80.37 |
| 2023-03-31 | $151k | 2.3k | 65.58 |
| 2022-12-31 | $188k | 2.9k | 66.02 |
| 2022-09-30 | $135k | 2.3k | 58.59 |
| 2022-06-30 | $144k | 2.3k | 62.50 |
| 2022-03-31 | $164k | 2.3k | 71.18 |
| 2021-12-31 | $169k | 2.3k | 73.35 |
| 2021-09-30 | $155k | 2.3k | 67.27 |
| 2021-06-30 | $178k | 2.6k | 68.36 |
| 2021-03-31 | $170k | 2.6k | 65.28 |
| 2020-12-31 | $157k | 2.6k | 59.42 |
| 2020-09-30 | $138k | 2.6k | 52.23 |
| 2020-06-30 | $152k | 3.0k | 49.97 |
| 2020-03-31 | $270k | 6.1k | 44.31 |
| 2019-12-31 | $195k | 3.2k | 60.11 |
| 2019-09-30 | $270k | 4.8k | 56.68 |
| 2019-06-30 | $300k | 5.3k | 56.13 |
| 2019-03-31 | $404k | 7.4k | 54.77 |
| 2018-12-31 | $282k | 5.7k | 49.34 |
| 2018-09-30 | $311k | 5.5k | 56.05 |
| 2018-06-30 | $295k | 5.5k | 53.16 |
| 2018-03-31 | $338k | 6.4k | 52.82 |
| 2017-12-31 | $432k | 7.9k | 54.73 |
| 2017-09-30 | $170k | 3.3k | 51.96 |
| 2017-06-30 | $164k | 3.3k | 50.12 |
| 2017-03-31 | $163k | 3.3k | 49.82 |
| 2016-12-31 | $157k | 3.3k | 47.98 |
| 2016-09-30 | $149k | 3.3k | 45.54 |
| 2016-06-30 | $147k | 3.3k | 44.93 |
| 2016-03-31 | $141k | 3.3k | 43.09 |
| 2015-12-31 | $139k | 3.3k | 42.48 |
| 2015-09-30 | $130k | 3.3k | 39.73 |
| 2015-06-30 | $146k | 3.4k | 42.90 |
| 2015-03-31 | $147k | 3.4k | 43.20 |