Schwab Strategic Tr cmn shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.0M | 85k | 70.10 |
| 2023-09-30 | $15M | 231k | 64.46 |
| 2023-06-30 | $16M | 244k | 67.09 |
| 2023-03-31 | $19M | 281k | 65.58 |
| 2022-12-31 | $18M | 277k | 66.02 |
| 2022-09-30 | $17M | 287k | 58.51 |
| 2022-06-30 | $28M | 447k | 62.42 |
| 2022-03-31 | $29M | 409k | 71.39 |
| 2021-12-31 | $37M | 508k | 73.22 |
| 2021-09-30 | $26M | 378k | 67.48 |
| 2021-06-30 | $25M | 361k | 68.37 |
| 2021-03-31 | $20M | 303k | 65.28 |
| 2020-12-31 | $12M | 196k | 59.53 |
| 2020-09-30 | $7.5M | 144k | 52.19 |
| 2020-06-30 | $11M | 220k | 50.11 |
| 2020-03-31 | $9.1M | 206k | 44.27 |
| 2019-12-31 | $909k | 15k | 60.12 |