Schwab Strategic Tr cmn shares owned by Brown Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 153k | 29.11 |
| 2025-06-30 | $4.2M | 152k | 27.67 |
| 2025-03-31 | $2.5M | 94k | 26.58 |
| 2024-12-31 | $2.4M | 91k | 26.07 |
| 2024-09-30 | $2.4M | 29k | 80.37 |
| 2024-06-30 | $2.3M | 32k | 74.08 |
| 2024-03-31 | $2.4M | 31k | 75.98 |
| 2023-12-31 | $2.2M | 31k | 70.10 |
| 2023-09-30 | $2.0M | 31k | 64.46 |
| 2023-06-30 | $2.6M | 40k | 67.09 |