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Schwab Strategic Tr shares owned by Cambridge Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Cambridge Advisors from 13F filings

Historical chart of Cambridge Advisors investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 11k 24.26
2023-12-31 $541k 22k 24.59
2023-09-30 $516k 23k 23.00
2023-06-30 $408k 17k 23.94
2023-03-31 $398k 17k 23.63
2022-12-31 $378k 17k 22.42
2022-09-30 $296k 15k 20.04
2022-06-30 $337k 15k 22.49
2022-03-31 $242k 9.4k 25.68
2021-12-31 $240k 9.4k 25.63
2021-09-30 $231k 9.3k 24.95
2021-06-30 $228k 8.9k 25.75