Schwab Strategic Tr cmn shares owned by Everett Harris & Co
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Everett Harris & Co
from 13F filings
Historical chart of Everett Harris & Co investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Everett Harris & Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Everett Harris & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $757k | 26k | 29.11 |
| 2025-06-30 | $714k | 26k | 27.67 |
| 2025-03-31 | $686k | 26k | 26.58 |
| 2024-12-31 | $671k | 26k | 26.07 |
| 2024-09-30 | $653k | 8.1k | 80.37 |
| 2024-06-30 | $597k | 8.1k | 74.08 |
| 2024-03-31 | $597k | 7.9k | 75.98 |
| 2023-12-31 | $510k | 7.3k | 70.10 |
| 2023-09-30 | $453k | 7.0k | 64.46 |
| 2023-06-30 | $402k | 6.0k | 67.09 |
| 2023-03-31 | $379k | 5.8k | 65.58 |
| 2022-12-31 | $381k | 5.8k | 65.99 |
| 2022-09-30 | $332k | 5.7k | 58.50 |
| 2022-06-30 | $354k | 5.7k | 62.38 |
| 2022-03-31 | $387k | 5.4k | 71.34 |
| 2021-12-31 | $397k | 5.4k | 73.18 |
| 2021-09-30 | $366k | 5.4k | 67.47 |
| 2021-06-30 | $325k | 4.8k | 68.42 |
| 2021-03-31 | $287k | 4.4k | 65.23 |