Schwab Strategic Tr cmn shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Morris Financial Concepts 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 Morris Financial Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $363k | 4.8k | 75.98 |
2023-12-31 | $433k | 6.2k | 70.10 |
2023-09-30 | $403k | 6.3k | 64.46 |
2023-06-30 | $422k | 6.3k | 67.09 |
2023-03-31 | $408k | 6.2k | 65.58 |
2022-12-31 | $417k | 6.3k | 66.02 |
2022-09-30 | $383k | 6.5k | 58.51 |
2022-06-30 | $401k | 6.4k | 62.37 |
2022-03-31 | $465k | 6.5k | 71.32 |
2021-12-31 | $512k | 7.0k | 73.29 |