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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Theory Financial 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 Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |