Schwab Strategic Tr cmn shares owned by Wealth Management Resources
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Wealth Management Resources
from 13F filings
Historical chart of Wealth Management Resources investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Wealth Management Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $201k | 2.5k | 80.38 |
| 2024-03-31 | $227k | 3.0k | 76.00 |
| 2023-12-31 | $237k | 3.4k | 70.12 |
| 2023-09-30 | $239k | 3.6k | 67.09 |
| 2023-06-30 | $239k | 3.6k | 67.09 |
| 2023-03-31 | $758k | 12k | 65.25 |
| 2022-12-31 | $784k | 12k | 66.02 |
| 2022-09-30 | $701k | 12k | 58.49 |
| 2022-06-30 | $740k | 12k | 62.41 |
| 2022-03-31 | $842k | 12k | 71.42 |
| 2021-12-31 | $859k | 12k | 73.18 |
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