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Schwab Strategic Tr cmn shares owned by Plan

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Plan from 13F filings

Historical chart of Plan investment in Schwab Strategic Tr cmn

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All positions including Schwab Strategic Tr cmn held by Plan consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $521k 7.4k 70.10
2023-09-30 $479k 7.4k 64.46
2023-06-30 $241k 3.6k 67.09
2023-03-31 $235k 3.6k 65.58
2022-12-31 $237k 3.6k 66.02
2022-09-30 $260k 4.4k 58.58
2022-06-30 $277k 4.4k 62.42
2022-03-31 $317k 4.4k 71.43
2021-12-31 $324k 4.4k 73.32
2021-09-30 $296k 4.4k 67.36