Schwab Strategic Tr cmn shares owned by Adviser Investments
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 398k | 29.11 |
| 2025-06-30 | $12M | 417k | 27.67 |
| 2025-03-31 | $7.5M | 281k | 26.58 |
| 2024-12-31 | $7.3M | 279k | 26.07 |
| 2024-09-30 | $7.8M | 97k | 80.37 |
| 2024-06-30 | $7.2M | 97k | 74.08 |
| 2024-03-31 | $7.3M | 96k | 75.98 |
| 2023-12-31 | $6.9M | 98k | 70.10 |
| 2023-09-30 | $2.2M | 34k | 64.46 |
| 2023-06-30 | $2.3M | 35k | 67.09 |
| 2023-03-31 | $637k | 9.7k | 65.58 |
| 2022-12-31 | $512k | 7.5k | 68.37 |