Schwab Strategic Tr cmn shares owned by Evensky & Katz
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $89k | 3.1k | 29.09 |
| 2025-06-30 | $89k | 3.2k | 27.82 |
| 2025-03-31 | $85k | 3.2k | 26.69 |
| 2024-12-31 | $93k | 3.6k | 26.04 |
| 2024-09-30 | $95k | 1.2k | 80.10 |
| 2024-06-30 | $87k | 1.2k | 74.04 |
| 2024-03-31 | $89k | 1.2k | 75.74 |
| 2023-12-31 | $85k | 1.2k | 70.02 |
| 2023-09-30 | $78k | 1.2k | 64.62 |
| 2023-06-30 | $81k | 1.2k | 67.44 |
| 2023-03-31 | $78k | 1.2k | 65.27 |
| 2022-12-31 | $79k | 1.2k | 66.44 |
| 2022-09-30 | $55k | 948 | 58.02 |
| 2022-06-30 | $59k | 942 | 62.63 |
| 2022-03-31 | $67k | 936 | 71.58 |
| 2021-12-31 | $68k | 932 | 72.96 |
| 2021-09-30 | $63k | 927 | 67.96 |
| 2021-06-30 | $63k | 922 | 68.33 |
| 2021-03-31 | $62k | 957 | 64.79 |
| 2020-12-31 | $74k | 1.2k | 59.29 |
| 2020-09-30 | $65k | 1.2k | 52.42 |
| 2020-06-30 | $61k | 1.2k | 49.76 |
| 2020-03-31 | $54k | 1.2k | 44.34 |
| 2019-12-31 | $98k | 1.6k | 59.79 |
| 2019-09-30 | $156k | 2.8k | 56.62 |
| 2019-06-30 | $152k | 2.7k | 56.15 |
| 2019-03-31 | $147k | 2.7k | 54.55 |
| 2018-12-31 | $136k | 2.8k | 49.10 |
| 2018-09-30 | $154k | 2.8k | 55.90 |
| 2018-06-30 | $144k | 2.7k | 52.84 |
| 2018-03-31 | $143k | 2.7k | 52.73 |
| 2017-12-31 | $146k | 2.7k | 54.44 |
| 2017-09-30 | $137k | 2.7k | 51.64 |
| 2017-06-30 | $131k | 2.6k | 49.92 |
| 2017-03-31 | $114k | 2.3k | 49.61 |
| 2016-12-31 | $192k | 4.0k | 48.06 |
| 2016-09-30 | $183k | 4.0k | 45.48 |
| 2016-06-30 | $263k | 5.9k | 44.67 |
| 2016-03-31 | $377k | 7.8k | 48.27 |
| 2015-12-31 | $481k | 11k | 42.39 |
| 2015-09-30 | $502k | 13k | 39.76 |
| 2015-06-30 | $554k | 13k | 42.99 |
| 2015-03-31 | $583k | 14k | 43.25 |
| 2014-12-31 | $597k | 14k | 44.09 |
| 2014-09-30 | $640k | 15k | 42.66 |
| 2014-06-30 | $20k | 487 | 41.07 |
| 2014-03-31 | $22k | 553 | 39.78 |
| 2013-12-31 | $24k | 601 | 39.93 |
| 2013-09-30 | $21k | 582 | 36.08 |
| 2013-06-30 | $20k | 560 | 35.71 |