Schwab Strategic Tr cmn shares owned by Cadence Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cadence Wealth Management
from 13F filings
Historical chart of Cadence Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cadence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 208k | 29.11 |
| 2025-06-30 | $5.3M | 190k | 27.67 |
| 2025-03-31 | $4.3M | 161k | 26.58 |
| 2024-12-31 | $3.3M | 125k | 26.07 |
| 2024-09-30 | $2.9M | 37k | 80.37 |
| 2024-06-30 | $1.6M | 22k | 74.08 |
| 2024-03-31 | $470k | 6.2k | 75.98 |
| 2023-12-31 | $471k | 6.7k | 70.10 |
| 2023-09-30 | $420k | 6.5k | 64.46 |
| 2023-06-30 | $459k | 6.8k | 67.09 |
| 2023-03-31 | $443k | 6.8k | 65.58 |
| 2022-12-31 | $450k | 6.8k | 66.02 |
| 2022-09-30 | $482k | 8.2k | 58.47 |
| 2022-06-30 | $543k | 8.7k | 62.42 |
| 2022-03-31 | $653k | 9.1k | 71.43 |
| 2021-12-31 | $642k | 8.8k | 73.18 |
| 2021-09-30 | $648k | 9.6k | 67.51 |
| 2021-06-30 | $680k | 9.9k | 68.38 |
| 2021-03-31 | $848k | 13k | 65.31 |