Schwab Strategic Tr shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $58k | 2.2k | 26.17 |
| 2024-06-30 | $53k | 2.2k | 23.92 |
| 2024-03-31 | $2.4M | 100k | 24.26 |
| 2023-12-31 | $3.1M | 125k | 24.59 |
| 2023-09-30 | $2.9M | 131k | 22.43 |
| 2023-06-30 | $3.5M | 145k | 23.94 |
| 2023-03-31 | $3.4M | 144k | 23.63 |
| 2022-12-31 | $3.6M | 163k | 22.42 |
| 2022-09-30 | $2.9M | 146k | 20.01 |
| 2022-06-30 | $2.3M | 102k | 22.49 |
| 2022-03-31 | $928k | 36k | 25.69 |
| 2021-12-31 | $67k | 2.6k | 25.71 |
| 2021-09-30 | $46k | 1.9k | 24.86 |
| 2021-06-30 | $44k | 1.7k | 25.45 |
More positions owned by Carolinas Wealth Consulting
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