Schwab Strategic Tr cmn shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 514 | 29.11 |
| 2025-06-30 | $14k | 492 | 27.67 |
| 2025-03-31 | $12k | 464 | 26.58 |
| 2024-12-31 | $11k | 434 | 26.07 |
| 2024-09-30 | $11k | 131 | 80.37 |
| 2024-06-30 | $9.7k | 131 | 74.08 |
| 2024-03-31 | $9.5k | 125 | 75.98 |
| 2023-12-31 | $14k | 194 | 70.10 |
| 2023-09-30 | $13k | 196 | 64.46 |
| 2023-06-30 | $13k | 187 | 67.09 |
| 2023-03-31 | $12k | 187 | 65.58 |
| 2022-12-31 | $10k | 157 | 63.69 |
| 2022-09-30 | $9.0k | 160 | 56.25 |
| 2022-06-30 | $10k | 160 | 62.50 |
| 2022-03-31 | $11k | 150 | 73.33 |
| 2021-12-31 | $11k | 150 | 73.33 |
| 2021-09-30 | $10k | 153 | 65.36 |
| 2021-06-30 | $10k | 153 | 65.36 |
| 2021-03-31 | $10k | 153 | 65.36 |
| 2020-12-31 | $9.0k | 143 | 62.94 |
| 2020-09-30 | $8.0k | 147 | 54.42 |
| 2020-06-30 | $7.0k | 147 | 47.62 |
| 2020-03-31 | $7.0k | 147 | 47.62 |
| 2019-12-31 | $20k | 327 | 61.16 |