Schwab Strategic Tr cmn shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 80k | 29.11 |
| 2025-06-30 | $3.1k | 111 | 27.67 |
| 2025-03-31 | $3.0k | 111 | 26.58 |
| 2024-12-31 | $2.9k | 111 | 26.07 |
| 2024-06-30 | $6.0k | 78 | 77.17 |
| 2024-03-31 | $5.7k | 78 | 72.62 |
| 2023-12-31 | $13k | 187 | 70.10 |
| 2023-09-30 | $12k | 187 | 64.46 |
| 2023-06-30 | $6.7k | 100 | 67.09 |
| 2023-03-31 | $17k | 253 | 65.47 |
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