Schwab Strategic Tr cmn shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Tradition Wealth Management 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 Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25M | 333k | 75.98 |
| 2022-03-31 | $20M | 277k | 71.39 |
| 2021-12-31 | $20M | 267k | 73.22 |
| 2021-09-30 | $18M | 265k | 67.48 |
| 2021-06-30 | $18M | 261k | 68.37 |
| 2021-03-31 | $16M | 248k | 65.28 |
| 2020-12-31 | $14M | 237k | 59.53 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management