Schwab Strategic Tr cmn shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Lutz Financial Services 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 Lutz Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $210k | 2.8k | 75.97 |
2021-12-31 | $202k | 2.8k | 73.21 |