Schwab Strategic Tr cmn shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $606k | 20k | 30.50 |
| 2025-12-31 | $578k | 20k | 29.61 |
| 2025-09-30 | $569k | 20k | 29.11 |
| 2025-06-30 | $541k | 20k | 27.67 |
| 2025-03-31 | $519k | 20k | 26.58 |
| 2024-12-31 | $509k | 20k | 26.07 |
| 2024-09-30 | $523k | 6.5k | 80.37 |
| 2024-06-30 | $482k | 6.5k | 74.08 |
| 2024-03-31 | $495k | 6.5k | 75.98 |
| 2023-12-31 | $456k | 6.5k | 70.10 |
| 2023-09-30 | $420k | 6.5k | 64.46 |
| 2023-06-30 | $437k | 6.5k | 67.09 |
| 2023-03-31 | $370k | 5.6k | 65.58 |
| 2022-12-31 | $372k | 5.6k | 66.02 |
| 2022-09-30 | $330k | 5.6k | 58.55 |
| 2022-06-30 | $352k | 5.6k | 62.46 |
| 2022-03-31 | $402k | 5.6k | 71.33 |
| 2020-03-31 | $1.0k | 28 | 35.71 |
More positions owned by Center for Financial Planning
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