Schwab Strategic Tr cmn shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 36k | 28.79 |
| 2025-06-30 | $1.0M | 36k | 28.24 |
| 2025-03-31 | $912k | 35k | 25.79 |
| 2024-12-31 | $976k | 38k | 25.77 |
| 2024-09-30 | $1.0M | 38k | 27.00 |
| 2024-06-30 | $583k | 7.9k | 74.03 |
| 2024-03-31 | $756k | 10k | 75.56 |
More positions owned by Diversify Advisory Services
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