Schwab Strategic Tr cmn shares owned by Theory Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $414k | 16k | 26.51 |
| 2024-06-30 | $965k | 13k | 74.08 |
| 2024-03-31 | $1.8M | 24k | 75.98 |
| 2023-12-31 | $2.8M | 40k | 70.10 |
| 2023-09-30 | $2.6M | 41k | 64.46 |
| 2023-06-30 | $3.0M | 45k | 67.09 |
| 2023-03-31 | $2.5M | 38k | 65.58 |
| 2022-12-31 | $1.9M | 28k | 66.02 |
| 2022-06-30 | $1.5M | 23k | 62.64 |
| 2022-03-31 | $2.5M | 35k | 71.40 |