Schwab Strategic Tr cmn shares owned by Aspiriant
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 51k | 29.11 |
| 2025-06-30 | $1.3M | 46k | 27.67 |
| 2025-03-31 | $1.2M | 46k | 26.58 |
| 2024-12-31 | $1.4M | 53k | 26.07 |
| 2024-09-30 | $1.2M | 15k | 80.37 |
| 2024-06-30 | $1.2M | 16k | 74.08 |
| 2024-03-31 | $1.2M | 16k | 75.98 |
| 2023-12-31 | $1.2M | 17k | 70.10 |
| 2023-09-30 | $1.1M | 17k | 64.46 |
| 2023-06-30 | $1.2M | 18k | 67.09 |
| 2023-03-31 | $1.1M | 18k | 65.58 |
| 2022-12-31 | $1.1M | 17k | 66.02 |
| 2022-09-30 | $1.1M | 19k | 58.53 |
| 2022-06-30 | $1.1M | 17k | 62.40 |
| 2022-03-31 | $1.2M | 17k | 71.36 |
| 2021-12-31 | $1.2M | 17k | 73.20 |
| 2021-09-30 | $1.1M | 16k | 67.49 |
| 2021-06-30 | $1.1M | 16k | 68.38 |
| 2021-03-31 | $1.0M | 16k | 65.29 |
| 2020-12-31 | $953k | 16k | 59.49 |
| 2020-09-30 | $836k | 16k | 52.19 |
| 2020-06-30 | $803k | 16k | 50.13 |
| 2020-03-31 | $708k | 16k | 44.20 |
| 2019-12-31 | $1.1M | 19k | 60.17 |
| 2019-09-30 | $702k | 12k | 56.72 |
| 2019-06-30 | $530k | 9.5k | 56.08 |
| 2019-03-31 | $351k | 6.4k | 54.69 |
| 2018-12-31 | $242k | 4.9k | 49.20 |
| 2017-09-30 | $229k | 4.4k | 51.89 |
| 2017-06-30 | $360k | 7.2k | 50.22 |
| 2017-03-31 | $356k | 7.2k | 49.67 |
| 2016-12-31 | $364k | 7.6k | 48.06 |
| 2016-09-30 | $345k | 7.6k | 45.55 |
| 2016-06-30 | $378k | 8.4k | 44.75 |
| 2016-03-31 | $365k | 8.4k | 43.21 |