Schwab Strategic Tr intrm trm shares owned by CWM
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Schwab Strategic Tr intrm trm
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All positions including Schwab Strategic Tr intrm trm held by CWM consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr intrm trm by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 253k | 25.13 |
| 2025-06-30 | $8.7M | 348k | 25.03 |
| 2025-03-31 | $22M | 863k | 24.86 |
| 2024-12-31 | $25M | 1.0M | 24.29 |
| 2024-09-30 | $55M | 1.1M | 50.60 |
| 2024-06-30 | $28M | 570k | 48.77 |
| 2024-03-31 | $34M | 694k | 49.05 |
| 2023-12-31 | $38M | 767k | 49.72 |
| 2023-09-30 | $29M | 595k | 47.94 |
| 2023-06-30 | $3.0M | 61k | 49.28 |
| 2023-03-31 | $173k | 3.4k | 50.50 |
| 2022-12-31 | $146k | 3.0k | 49.27 |
| 2022-09-30 | $123k | 2.5k | 49.32 |
| 2022-06-30 | $17k | 328 | 51.83 |
| 2022-03-31 | $12k | 229 | 52.40 |
| 2021-12-31 | $14k | 252 | 55.56 |
| 2021-06-30 | $9.0k | 165 | 54.55 |
| 2021-03-31 | $9.0k | 165 | 54.55 |
| 2020-12-31 | $12k | 204 | 58.82 |
| 2020-09-30 | $12k | 204 | 58.82 |
| 2020-06-30 | $7.0k | 123 | 56.91 |
| 2020-03-31 | $9.0k | 165 | 54.55 |
| 2019-12-31 | $110k | 2.0k | 55.06 |
| 2019-09-30 | $1.0k | 15 | 66.67 |
| 2019-06-30 | $9.0k | 165 | 54.55 |
| 2019-03-31 | $14k | 258 | 54.26 |
| 2018-12-31 | $5.0k | 92 | 54.35 |
| 2014-12-31 | $255k | 4.8k | 53.61 |
| 2014-09-30 | $278k | 5.2k | 53.00 |
| 2013-12-31 | $5.0k | 94 | 53.19 |
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