Schwab Strategic Tr cmn shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $58k | 2.1k | 27.46 |
| 2025-03-31 | $56k | 2.1k | 26.52 |
| 2024-12-31 | $40k | 1.6k | 25.69 |
| 2024-09-30 | $41k | 519 | 79.00 |
| 2024-06-30 | $38k | 519 | 73.22 |
| 2024-03-31 | $40k | 519 | 77.07 |
| 2023-09-30 | $33k | 519 | 63.58 |