Schwab Strategic Tr cmn shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 14k | 80.37 |
| 2024-03-31 | $1.1M | 15k | 75.98 |
| 2023-09-30 | $935k | 15k | 64.46 |
| 2023-06-30 | $1.3M | 20k | 67.09 |
| 2023-03-31 | $2.9M | 45k | 65.58 |
| 2022-12-31 | $2.9M | 44k | 66.02 |
| 2022-09-30 | $2.5M | 44k | 58.50 |
| 2022-06-30 | $2.4M | 38k | 62.41 |
| 2022-03-31 | $2.2M | 31k | 71.40 |
| 2021-12-31 | $2.2M | 30k | 73.21 |
| 2021-09-30 | $2.0M | 30k | 67.50 |
| 2021-06-30 | $1.2M | 18k | 68.37 |
| 2021-03-31 | $1.2M | 18k | 65.27 |
| 2020-12-31 | $997k | 17k | 59.54 |
| 2020-09-30 | $825k | 16k | 52.19 |
| 2020-06-30 | $808k | 16k | 50.13 |
| 2020-03-31 | $812k | 18k | 44.29 |
| 2019-12-31 | $865k | 14k | 60.09 |
| 2019-09-30 | $702k | 12k | 56.73 |
| 2019-06-30 | $665k | 12k | 56.17 |
| 2019-03-31 | $1.3M | 24k | 54.71 |
| 2018-12-31 | $592k | 12k | 49.27 |
| 2018-09-30 | $667k | 12k | 56.11 |
| 2018-06-30 | $627k | 12k | 53.10 |
| 2018-03-31 | $717k | 14k | 52.85 |
| 2017-12-31 | $1.0M | 19k | 54.65 |
| 2017-09-30 | $957k | 19k | 51.82 |
| 2017-06-30 | $930k | 19k | 50.20 |
| 2017-03-31 | $862k | 17k | 49.71 |
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