Schwab Strategic Tr cmn shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 83k | 29.11 |
| 2025-06-30 | $2.2M | 79k | 27.67 |
| 2025-03-31 | $2.0M | 77k | 26.58 |
| 2024-12-31 | $1.9M | 73k | 26.07 |
| 2024-09-30 | $2.0M | 25k | 80.37 |
| 2024-06-30 | $426k | 5.7k | 74.08 |
| 2024-03-31 | $213k | 2.8k | 75.98 |
| 2023-12-31 | $202k | 2.9k | 70.10 |
| 2023-09-30 | $231k | 3.6k | 64.46 |
| 2022-03-31 | $229k | 3.2k | 71.45 |
| 2021-12-31 | $269k | 3.7k | 73.16 |
| 2021-09-30 | $280k | 4.2k | 67.26 |
| 2021-06-30 | $335k | 4.9k | 68.19 |
| 2021-03-31 | $527k | 8.1k | 65.22 |
| 2020-12-31 | $666k | 11k | 59.49 |
| 2020-09-30 | $566k | 10k | 54.18 |
| 2020-06-30 | $533k | 10k | 51.08 |