Schwab Strategic Tr cmn shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital 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 Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10k | 125 | 80.38 |
| 2024-06-30 | $9.3k | 125 | 74.08 |
| 2024-03-31 | $9.5k | 125 | 75.98 |
| 2023-12-31 | $8.8k | 125 | 70.10 |
| 2023-09-30 | $8.1k | 125 | 64.46 |
| 2023-06-30 | $6.7k | 100 | 67.09 |