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Schwab Strategic Tr cmn shares owned by BFSG

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by BFSG from 13F filings

Historical chart of BFSG investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by BFSG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by BFSG

Quarter filed Position value Share count Share price at filing
2025-09-30 $959k 33k 29.11
2025-06-30 $915k 33k 27.67
2025-03-31 $892k 34k 26.58
2024-12-31 $877k 34k 26.07
2024-09-30 $924k 12k 80.37
2024-06-30 $871k 12k 74.08
2024-03-31 $913k 12k 75.98
2023-12-31 $851k 12k 70.10
2023-09-30 $801k 12k 64.47
2023-06-30 $822k 12k 67.10
2023-03-31 $758k 12k 65.57
2022-12-31 $728k 11k 66.06
2020-03-31 $261k 5.9k 44.24
2019-12-31 $569k 9.5k 60.11
2019-09-30 $315k 5.5k 56.80
2019-06-30 $320k 5.7k 56.19
2019-03-31 $327k 6.0k 54.80
2018-12-31 $306k 6.2k 49.23