Schwab Strategic Tr cmn shares owned by Clear Perspectives Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Clear Perspectives Financial Planning
from 13F filings
Historical chart of Clear Perspectives Financial Planning investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Clear Perspectives Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $59k | 900 | 65.58 |
2022-12-31 | $59k | 900 | 66.02 |
2022-09-30 | $53k | 900 | 58.89 |
2022-06-30 | $56k | 900 | 62.22 |
2022-03-31 | $64k | 900 | 71.11 |
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