Schwab Strategic Tr cmn shares owned by Bellwether Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Bellwether Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 9.5k | 29.11 |
| 2025-06-30 | $262k | 9.5k | 27.67 |
| 2025-03-31 | $252k | 9.5k | 26.58 |
| 2024-12-31 | $247k | 9.5k | 26.07 |
| 2024-09-30 | $254k | 3.2k | 80.37 |