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Schwab Strategic Tr cmn shares owned by Retirement Group

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

Historical chart of Retirement Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $568k 7.5k 75.98
2023-12-31 $531k 7.6k 70.10
2023-09-30 $491k 7.6k 64.46
2023-06-30 $522k 7.8k 67.09
2023-03-31 $593k 9.0k 65.63
2022-12-31 $747k 11k 66.00
2022-09-30 $1.0M 17k 58.50
2022-06-30 $1.9M 30k 62.41
2022-03-31 $1.1M 16k 71.36
2021-12-31 $1.1M 14k 73.20
2021-09-30 $933k 14k 67.50
2021-06-30 $991k 15k 68.35
2021-03-31 $738k 11k 65.29
2020-12-31 $626k 11k 59.44
2020-09-30 $203k 3.5k 58.77
2020-06-30 $380k 7.6k 50.15
2019-12-31 $389k 6.5k 60.09