Schwab Strategic Tr cmn shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 28k | 75.98 |
| 2023-12-31 | $2.0M | 28k | 70.10 |
| 2023-09-30 | $1.8M | 28k | 64.46 |
| 2023-06-30 | $1.9M | 28k | 67.09 |
| 2023-03-31 | $1.8M | 28k | 65.58 |
| 2022-12-31 | $1.9M | 29k | 66.02 |
| 2022-09-30 | $1.7M | 29k | 58.49 |
| 2022-06-30 | $1.8M | 28k | 62.43 |
| 2022-03-31 | $2.0M | 28k | 71.39 |
| 2021-12-31 | $2.0M | 28k | 73.20 |
| 2021-09-30 | $1.9M | 28k | 67.48 |
| 2021-06-30 | $2.0M | 29k | 68.38 |
| 2021-03-31 | $1.9M | 29k | 65.26 |
| 2020-12-31 | $1.7M | 29k | 59.54 |
| 2020-09-30 | $1.4M | 26k | 52.19 |
| 2020-06-30 | $1.3M | 26k | 50.12 |
| 2020-03-31 | $1.1M | 25k | 44.26 |
| 2019-12-31 | $1.6M | 26k | 60.12 |
| 2019-09-30 | $1.3M | 22k | 56.75 |
| 2019-06-30 | $930k | 17k | 56.15 |
| 2019-03-31 | $907k | 17k | 54.76 |
| 2018-12-31 | $732k | 15k | 49.31 |
| 2018-09-30 | $811k | 15k | 56.11 |
| 2018-06-30 | $458k | 8.6k | 53.13 |
| 2018-03-31 | $409k | 7.7k | 52.84 |
| 2017-12-31 | $423k | 7.7k | 54.71 |
| 2017-09-30 | $375k | 7.2k | 51.78 |
| 2017-06-30 | $413k | 8.2k | 50.16 |
| 2017-03-31 | $399k | 8.0k | 49.73 |
| 2016-12-31 | $385k | 8.0k | 48.03 |
| 2016-09-30 | $365k | 8.0k | 45.61 |
| 2016-06-30 | $345k | 7.7k | 44.83 |
| 2016-03-31 | $332k | 7.7k | 43.19 |
| 2015-12-31 | $326k | 7.7k | 42.47 |
| 2015-09-30 | $305k | 7.7k | 39.78 |
| 2015-06-30 | $329k | 7.7k | 42.97 |
| 2015-03-31 | $331k | 7.6k | 43.28 |
| 2014-12-31 | $425k | 9.6k | 44.09 |
| 2014-09-30 | $411k | 9.6k | 42.67 |
| 2014-06-30 | $412k | 9.6k | 42.81 |
| 2014-03-31 | $396k | 9.6k | 41.18 |
| 2013-12-31 | $391k | 9.6k | 40.70 |
| 2013-09-30 | $358k | 9.6k | 37.30 |
| 2013-06-30 | $336k | 9.3k | 36.18 |
| 2012-12-31 | $93k | 2.9k | 31.79 |
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