Schwab Strategic Tr cmn shares owned by Gray Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Gray Wealth Management
from 13F filings
Historical chart of Gray Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Gray Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Gray Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $655k | 8.6k | 75.98 |
| 2023-12-31 | $592k | 8.4k | 70.10 |
| 2023-09-30 | $635k | 9.8k | 64.46 |
| 2023-06-30 | $671k | 10k | 67.09 |
| 2023-03-31 | $684k | 10k | 65.58 |
| 2022-12-31 | $718k | 11k | 66.02 |
| 2022-09-30 | $658k | 11k | 58.54 |
| 2022-06-30 | $623k | 10k | 62.46 |