Schwab Strategic Tr cmn shares owned by AIMZ Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by AIMZ Investment Advisors
from 13F filings
Historical chart of AIMZ Investment Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by AIMZ Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332k | 11k | 29.11 |
| 2025-06-30 | $315k | 11k | 27.67 |
| 2025-03-31 | $303k | 11k | 26.58 |
| 2024-12-31 | $297k | 11k | 26.07 |
| 2024-09-30 | $305k | 3.8k | 80.37 |
| 2024-03-31 | $289k | 3.8k | 75.98 |
| 2023-12-31 | $266k | 3.8k | 70.10 |
| 2023-09-30 | $245k | 3.8k | 64.46 |
| 2023-06-30 | $255k | 3.8k | 67.09 |
| 2023-03-31 | $249k | 3.8k | 65.58 |
| 2022-12-31 | $251k | 3.8k | 66.05 |
| 2022-09-30 | $236k | 4.0k | 58.53 |
| 2022-06-30 | $252k | 4.0k | 62.50 |
| 2022-03-31 | $288k | 4.0k | 71.43 |
| 2021-12-31 | $295k | 4.0k | 73.16 |
| 2021-09-30 | $272k | 4.0k | 67.46 |
| 2021-06-30 | $276k | 4.0k | 68.45 |
| 2021-03-31 | $263k | 4.0k | 65.23 |
| 2020-12-31 | $240k | 4.0k | 59.52 |