Schwab Strategic Tr cmn shares owned by Columbia Advisory Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Columbia Advisory Partners
from 13F filings
Historical chart of Columbia Advisory 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 Columbia Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Columbia Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 12k | 29.11 |
| 2025-06-30 | $485k | 18k | 27.67 |
| 2025-03-31 | $752k | 28k | 26.58 |
| 2024-12-31 | $764k | 29k | 26.07 |
| 2024-06-30 | $483k | 6.5k | 74.08 |
| 2024-03-31 | $735k | 9.7k | 75.98 |
| 2023-12-31 | $270k | 3.9k | 70.10 |
| 2023-09-30 | $201k | 3.1k | 64.46 |
| 2023-06-30 | $217k | 3.2k | 67.09 |
| 2023-03-31 | $213k | 3.2k | 65.58 |
| 2022-12-31 | $276k | 4.2k | 66.02 |
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