Schwab Strategic Tr cmn shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed 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 Alpha Cubed Investments 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 Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $545k | 19k | 29.11 |
| 2025-06-30 | $671k | 24k | 27.67 |
| 2025-03-31 | $548k | 21k | 26.58 |
| 2024-12-31 | $524k | 20k | 26.07 |
| 2024-09-30 | $533k | 6.6k | 80.37 |
| 2024-06-30 | $2.0M | 28k | 74.08 |
| 2024-03-31 | $2.0M | 27k | 75.98 |
| 2023-12-31 | $1.8M | 26k | 70.10 |
| 2023-09-30 | $1.7M | 26k | 64.46 |
| 2023-06-30 | $1.8M | 26k | 67.09 |
| 2023-03-31 | $1.7M | 27k | 65.58 |
| 2022-12-31 | $1.8M | 27k | 66.02 |
| 2022-09-30 | $1.7M | 29k | 58.53 |
| 2022-06-30 | $1.8M | 28k | 62.43 |
| 2022-03-31 | $1.6M | 22k | 71.40 |
| 2021-12-31 | $1.4M | 19k | 73.22 |
| 2021-09-30 | $1.3M | 19k | 67.45 |
| 2021-06-30 | $1.3M | 19k | 68.39 |
| 2021-03-31 | $1.2M | 19k | 65.27 |
| 2020-12-31 | $1.1M | 18k | 59.50 |
| 2020-09-30 | $928k | 18k | 52.17 |
| 2020-06-30 | $890k | 18k | 50.10 |
| 2020-03-31 | $818k | 19k | 44.29 |
| 2019-12-31 | $1.2M | 21k | 60.11 |
| 2019-09-30 | $1.2M | 21k | 56.73 |
| 2019-06-30 | $1.2M | 21k | 56.15 |
| 2019-03-31 | $1.1M | 21k | 54.75 |
| 2018-12-31 | $1.1M | 22k | 49.30 |
| 2018-09-30 | $1.3M | 24k | 54.09 |
| 2018-06-30 | $1.3M | 24k | 53.14 |
| 2018-03-31 | $1.3M | 24k | 52.86 |
| 2017-12-31 | $1.3M | 24k | 54.69 |
| 2017-09-30 | $1.2M | 24k | 51.82 |
| 2017-06-30 | $1.0M | 20k | 50.19 |
| 2017-03-31 | $973k | 20k | 49.68 |
| 2016-06-30 | $257k | 5.7k | 44.78 |