Schwab Strategic Tr cmn shares owned by Athena Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Athena Investment Management
from 13F filings
Historical chart of Athena Investment Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Athena Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 39k | 29.11 |
| 2025-06-30 | $1.1M | 39k | 27.67 |
| 2025-03-31 | $1.0M | 39k | 26.58 |
| 2024-12-31 | $1.0M | 40k | 26.07 |
| 2024-09-30 | $1.1M | 13k | 80.37 |
| 2024-06-30 | $957k | 13k | 74.08 |
| 2024-03-31 | $982k | 13k | 75.98 |
| 2023-09-30 | $825k | 13k | 64.46 |
| 2023-06-30 | $859k | 13k | 67.09 |
| 2023-03-31 | $708k | 11k | 65.58 |
| 2022-12-31 | $811k | 12k | 66.02 |
| 2022-09-30 | $644k | 11k | 58.55 |
| 2022-06-30 | $687k | 11k | 62.45 |
| 2022-03-31 | $790k | 11k | 71.82 |
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