Schwab Strategic Tr cmn shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Valley Forge Investment Consultants Inc Adv
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 33k | 80.37 |
| 2024-06-30 | $2.4M | 33k | 74.08 |
| 2024-03-31 | $2.7M | 35k | 75.98 |
| 2023-12-31 | $766k | 11k | 70.10 |
| 2023-09-30 | $2.4M | 37k | 64.46 |
| 2023-06-30 | $2.4M | 36k | 67.09 |
| 2023-03-31 | $2.4M | 36k | 65.58 |
| 2022-12-31 | $2.4M | 36k | 66.02 |
| 2022-09-30 | $2.5M | 42k | 58.51 |
| 2022-06-30 | $2.6M | 42k | 62.42 |
| 2022-03-31 | $3.0M | 42k | 71.40 |
| 2021-12-31 | $2.1M | 29k | 73.22 |
| 2021-09-30 | $1.9M | 29k | 67.48 |
| 2021-06-30 | $2.9M | 43k | 68.37 |
| 2021-03-31 | $2.3M | 35k | 65.29 |
| 2020-12-31 | $1.9M | 32k | 59.53 |
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