Schwab Strategic Tr cmn shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $875k | 30k | 29.11 |
| 2025-06-30 | $832k | 30k | 27.67 |
| 2025-03-31 | $799k | 30k | 26.58 |
| 2024-12-31 | $784k | 30k | 26.07 |
| 2024-09-30 | $806k | 10k | 80.37 |
| 2024-06-30 | $747k | 10k | 74.52 |
| 2024-03-31 | $741k | 10k | 73.93 |
| 2023-12-31 | $703k | 10k | 70.10 |
| 2023-09-30 | $655k | 10k | 65.35 |
| 2023-06-30 | $694k | 10k | 69.21 |
| 2023-03-31 | $650k | 10k | 64.86 |
| 2022-12-31 | $662k | 10k | 66.02 |
| 2022-09-30 | $586k | 10k | 58.51 |
| 2022-06-30 | $626k | 10k | 62.42 |