Schwab Strategic Tr cmn shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $466k | 5.8k | 80.36 |
| 2024-06-30 | $403k | 5.4k | 74.07 |
| 2024-03-31 | $413k | 5.4k | 75.97 |
| 2023-12-31 | $381k | 5.4k | 70.10 |
| 2023-09-30 | $399k | 6.2k | 64.46 |
| 2023-06-30 | $335k | 5.0k | 67.10 |
| 2023-03-31 | $328k | 5.0k | 65.58 |
| 2022-12-31 | $330k | 5.0k | 66.02 |
| 2022-09-30 | $289k | 4.9k | 58.49 |
| 2022-06-30 | $308k | 4.9k | 62.35 |
| 2022-03-31 | $287k | 4.0k | 71.43 |