Schwab Strategic Tr cmn shares owned by Allied Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Allied Investment Advisors
from 13F filings
Historical chart of Allied Investment Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Allied Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Allied Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 13k | 29.11 |
| 2025-06-30 | $337k | 12k | 27.67 |
| 2025-03-31 | $324k | 12k | 26.58 |
| 2024-12-31 | $317k | 12k | 26.07 |
| 2024-09-30 | $326k | 4.1k | 80.37 |
| 2024-06-30 | $300k | 4.1k | 74.08 |
| 2024-03-31 | $307k | 4.0k | 75.98 |
| 2023-12-31 | $283k | 4.0k | 70.10 |
| 2023-09-30 | $260k | 4.0k | 64.46 |
| 2023-06-30 | $278k | 4.1k | 67.09 |
| 2023-03-31 | $271k | 4.1k | 65.58 |
| 2022-12-31 | $279k | 4.2k | 66.02 |
| 2022-09-30 | $235k | 4.0k | 58.43 |
| 2022-06-30 | $229k | 3.7k | 62.33 |
| 2022-03-31 | $256k | 3.6k | 71.29 |
| 2021-12-31 | $263k | 3.6k | 73.34 |
| 2021-09-30 | $211k | 3.1k | 67.35 |
| 2021-06-30 | $213k | 3.1k | 68.31 |
More positions owned by Allied Investment Advisors
View all positions for Allied Investment Advisors