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Schwab Strategic Tr cmn shares owned by Clark Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Clark Wealth Partners from 13F filings

Historical chart of Clark Wealth Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Clark Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Clark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 8.9k 29.61
2025-09-30 $263k 8.9k 29.61
2025-06-30 $244k 8.8k 27.67
2025-03-31 $233k 8.8k 26.58
2024-12-31 $228k 8.7k 26.07