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
Download as csvQuarterly 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 |