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Schwab Strategic Tr cmn shares owned by Elgethun Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Elgethun Capital Management from 13F filings

Historical chart of Elgethun Capital Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Elgethun Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Elgethun Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 76k 29.08
2025-06-30 $2.0M 74k 27.67
2025-03-31 $2.0M 74k 26.58
2024-12-31 $1.7M 64k 26.07
2024-09-30 $1.7M 21k 80.37
2024-06-30 $1.5M 21k 74.08
2024-03-31 $1.5M 20k 75.75
2023-12-31 $1.4M 19k 70.10
2023-09-30 $1.2M 19k 64.20
2023-06-30 $1.3M 19k 67.09
2023-03-31 $1.2M 19k 65.95
2022-12-31 $1.5M 22k 65.76
2022-09-30 $393k 6.7k 58.46
2022-06-30 $379k 6.1k 62.28
2022-03-31 $403k 5.6k 71.39
2021-12-31 $367k 5.0k 72.98
2021-09-30 $313k 4.6k 67.50
2021-06-30 $290k 4.2k 68.35
2021-03-31 $218k 3.3k 65.17
2020-12-31 $178k 3.0k 59.37