Schwab Strategic Tr long term us shares owned by CWM
Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Schwab Strategic Tr long term us
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Quarterly reported holdings in Schwab Strategic Tr long term us by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $478k | 15k | 32.28 |
| 2025-06-30 | $435k | 14k | 31.88 |
| 2025-03-31 | $867k | 27k | 32.77 |
| 2024-12-31 | $1.4M | 46k | 31.44 |
| 2024-09-30 | $2.1M | 60k | 34.99 |
| 2024-06-30 | $13M | 407k | 32.81 |
| 2024-03-31 | $15M | 458k | 33.73 |
| 2023-12-31 | $18M | 501k | 35.08 |
| 2023-09-30 | $7.0M | 221k | 31.68 |
| 2023-06-30 | $8.4M | 232k | 36.29 |
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