Schwab Strategic Tr shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $362k | 14k | 26.17 |
| 2024-06-30 | $326k | 14k | 23.57 |
| 2024-03-31 | $336k | 14k | 24.26 |
| 2023-12-31 | $294k | 12k | 24.59 |
| 2023-09-30 | $280k | 12k | 23.00 |
| 2023-06-30 | $292k | 12k | 23.94 |
| 2023-03-31 | $284k | 12k | 23.63 |
| 2022-12-31 | $270k | 12k | 22.42 |
| 2021-12-31 | $252k | 9.8k | 25.67 |
More positions owned by Collaborative Wealth Managment
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