Schwab Strategic Tr cmn shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 202k | 29.11 |
| 2025-06-30 | $5.8M | 210k | 27.67 |
| 2025-03-31 | $5.4M | 204k | 26.58 |
| 2024-12-31 | $5.9M | 227k | 26.07 |
| 2024-09-30 | $5.5M | 68k | 80.37 |
| 2024-06-30 | $5.1M | 68k | 74.08 |
| 2024-03-31 | $5.2M | 69k | 75.98 |
| 2023-12-31 | $4.8M | 68k | 70.10 |
| 2023-09-30 | $5.4M | 84k | 64.46 |
| 2023-06-30 | $8.5M | 127k | 67.09 |
| 2023-03-31 | $7.9M | 120k | 65.58 |
| 2022-12-31 | $7.7M | 117k | 66.02 |
| 2022-09-30 | $6.8M | 117k | 58.51 |
| 2022-06-30 | $7.3M | 117k | 62.42 |
| 2022-03-31 | $8.3M | 116k | 71.39 |
| 2021-12-31 | $8.4M | 115k | 73.22 |
| 2021-09-30 | $7.5M | 111k | 67.48 |
| 2021-06-30 | $7.4M | 109k | 68.37 |
| 2021-03-31 | $7.5M | 115k | 65.28 |
| 2020-12-31 | $1.6M | 27k | 59.52 |
| 2020-09-30 | $881k | 17k | 52.18 |
| 2020-06-30 | $750k | 15k | 50.12 |
| 2020-03-31 | $497k | 11k | 44.29 |
| 2019-12-31 | $750k | 13k | 60.15 |