Schwab Strategic Tr cmn shares owned by Clark Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Clark Asset Management
from 13F filings
Historical chart of Clark Asset Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Clark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 7.9k | 29.11 |
| 2025-06-30 | $218k | 7.9k | 27.67 |
| 2025-03-31 | $209k | 7.9k | 26.58 |
| 2024-09-30 | $211k | 2.6k | 80.37 |
| 2024-06-30 | $255k | 3.4k | 74.08 |
| 2024-03-31 | $262k | 3.4k | 75.98 |
| 2023-12-31 | $241k | 3.4k | 70.10 |
| 2023-09-30 | $259k | 4.0k | 64.47 |
| 2023-06-30 | $231k | 3.4k | 67.09 |
| 2023-03-31 | $226k | 3.4k | 65.58 |
| 2022-12-31 | $244k | 3.7k | 66.02 |