Schwab Strategic Tr shares owned by Bogart Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $38k | 1.5k | 26.17 |
2024-06-30 | $99k | 4.2k | 23.57 |
2024-03-31 | $102k | 4.2k | 24.26 |
2023-12-31 | $103k | 4.2k | 24.59 |
2023-09-30 | $97k | 4.2k | 23.00 |
2023-06-30 | $101k | 4.2k | 23.94 |
2023-03-31 | $95k | 4.0k | 23.63 |
2022-12-31 | $92 | 4 | 23.00 |
2022-09-30 | $0 | 4 | 0.00 |
2022-06-30 | $0 | 2 | 0.00 |