Schwab Strategic Tr cmn shares owned by CWM
Historical chart of CWM investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 138k | 29.11 |
| 2025-06-30 | $3.5M | 126k | 27.67 |
| 2025-03-31 | $3.2M | 120k | 26.58 |
| 2024-12-31 | $3.3M | 125k | 26.07 |
| 2024-09-30 | $3.2M | 39k | 80.36 |
| 2024-06-30 | $2.7M | 37k | 74.07 |
| 2024-03-31 | $3.1M | 41k | 75.99 |
| 2023-12-31 | $2.6M | 37k | 70.10 |
| 2023-09-30 | $2.7M | 42k | 64.45 |
| 2023-06-30 | $3.8M | 57k | 67.09 |
| 2023-03-31 | $729k | 11k | 65.55 |
| 2022-12-31 | $803k | 12k | 66.00 |
| 2022-09-30 | $678k | 12k | 58.49 |
| 2022-06-30 | $1.1M | 17k | 62.41 |
| 2022-03-31 | $1.3M | 18k | 71.42 |
| 2021-12-31 | $1.4M | 19k | 73.21 |
| 2021-06-30 | $728k | 11k | 68.36 |
| 2021-03-31 | $683k | 11k | 65.33 |
| 2020-12-31 | $591k | 9.9k | 59.49 |
| 2020-09-30 | $728k | 11k | 68.36 |
| 2020-06-30 | $728k | 11k | 68.36 |
| 2020-03-31 | $728k | 11k | 68.36 |
| 2019-12-31 | $504k | 8.4k | 60.14 |
| 2019-09-30 | $459k | 8.1k | 56.68 |
| 2019-06-30 | $549k | 9.8k | 56.13 |
| 2019-03-31 | $472k | 8.6k | 54.77 |
| 2018-12-31 | $489k | 9.9k | 49.29 |
| 2018-09-30 | $478k | 8.5k | 56.07 |
| 2018-06-30 | $6.0k | 106 | 56.60 |
| 2018-03-31 | $6.0k | 106 | 56.60 |
| 2017-12-31 | $6.0k | 106 | 56.60 |
| 2017-09-30 | $12k | 231 | 51.95 |
| 2017-06-30 | $13k | 254 | 51.18 |