Schwab Strategic Tr cmn shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $47M | 667k | 70.10 |
| 2023-09-30 | $46M | 711k | 64.46 |
| 2023-06-30 | $48M | 719k | 67.09 |
| 2023-03-31 | $49M | 741k | 65.58 |
| 2022-12-31 | $52M | 792k | 66.02 |
| 2022-09-30 | $50M | 860k | 58.51 |
| 2022-06-30 | $60M | 968k | 62.42 |
| 2022-03-31 | $71M | 996k | 71.39 |
| 2021-12-31 | $77M | 1.1M | 73.22 |
| 2021-09-30 | $75M | 1.1M | 67.48 |
| 2021-06-30 | $80M | 1.2M | 68.37 |
| 2021-03-31 | $82M | 1.3M | 65.28 |
| 2020-12-31 | $79M | 1.3M | 59.53 |
| 2020-09-30 | $71M | 1.4M | 52.19 |
| 2020-06-30 | $72M | 1.4M | 50.11 |
| 2020-03-31 | $69M | 1.5M | 44.27 |
| 2019-12-31 | $81M | 1.3M | 60.12 |
| 2019-09-30 | $75M | 1.3M | 56.73 |
| 2019-06-30 | $70M | 1.2M | 56.14 |
| 2019-03-31 | $63M | 1.2M | 54.74 |
| 2018-12-31 | $52M | 1.1M | 49.29 |
| 2018-09-30 | $63M | 1.1M | 56.08 |
| 2018-06-30 | $60M | 1.1M | 53.12 |
| 2018-03-31 | $57M | 1.1M | 52.84 |
| 2017-12-31 | $11M | 206k | 54.67 |
| 2017-09-30 | $11M | 203k | 51.82 |
| 2017-06-30 | $9.9M | 196k | 50.20 |
| 2017-03-31 | $10M | 204k | 49.68 |
| 2016-12-31 | $11M | 218k | 48.09 |
| 2016-09-30 | $10M | 220k | 45.56 |
| 2016-06-30 | $12M | 265k | 45.00 |
| 2016-03-31 | $12M | 279k | 43.20 |
| 2015-12-31 | $11M | 258k | 42.44 |
| 2015-09-30 | $11M | 264k | 39.82 |
| 2015-06-30 | $12M | 287k | 43.03 |
| 2015-03-31 | $13M | 297k | 44.01 |
| 2014-12-31 | $13M | 292k | 44.10 |
| 2014-09-30 | $9.0M | 211k | 42.64 |
| 2014-06-30 | $9.4M | 219k | 42.83 |
| 2014-03-31 | $9.0M | 219k | 41.21 |
| 2013-12-31 | $8.3M | 205k | 40.73 |
| 2013-09-30 | $5.6M | 150k | 37.30 |
| 2013-06-30 | $4.5M | 124k | 36.20 |
| 2013-03-31 | $4.6M | 130k | 35.48 |
| 2012-12-31 | $3.2M | 100k | 31.83 |
| 2012-09-30 | $2.4M | 75k | 31.96 |
| 2012-06-30 | $2.1M | 70k | 30.42 |
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