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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

Tip: Access up to 7 years of quarterly data

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

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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
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