Schwab Strategic Tr cmn shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by BCS Wealth Management 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 BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 72k | 29.11 |
| 2025-06-30 | $2.4M | 85k | 27.66 |
| 2025-03-31 | $2.0M | 74k | 26.58 |
| 2024-12-31 | $1.9M | 73k | 26.07 |
| 2024-03-31 | $2.2M | 28k | 75.96 |
| 2023-12-31 | $2.0M | 28k | 70.08 |
| 2023-09-30 | $1.8M | 28k | 64.45 |
| 2023-03-31 | $2.2M | 34k | 65.57 |
| 2022-12-31 | $1.8M | 27k | 66.03 |
| 2022-09-30 | $1.6M | 28k | 58.51 |
| 2022-06-30 | $1.7M | 28k | 62.44 |
| 2022-03-31 | $2.0M | 27k | 71.40 |
| 2021-12-31 | $2.5M | 34k | 73.23 |
| 2021-09-30 | $1.9M | 28k | 67.47 |
| 2021-06-30 | $1.9M | 27k | 68.38 |
| 2021-03-31 | $2.0M | 31k | 65.27 |
| 2020-12-31 | $1.9M | 32k | 59.52 |
| 2020-09-30 | $1.7M | 32k | 52.19 |
| 2020-06-30 | $1.8M | 37k | 50.12 |
| 2020-03-31 | $1.5M | 35k | 44.26 |
| 2019-12-31 | $1.0M | 17k | 60.11 |