Schwab Strategic Tr cmn shares owned by Evoke Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 88k | 29.11 |
| 2025-06-30 | $2.4M | 88k | 27.67 |
| 2025-03-31 | $2.3M | 88k | 26.58 |
| 2024-12-31 | $2.3M | 88k | 26.07 |
| 2024-09-30 | $2.4M | 29k | 80.37 |
| 2024-06-30 | $2.2M | 29k | 74.52 |
| 2024-03-31 | $2.2M | 29k | 75.98 |
| 2023-12-31 | $2.1M | 29k | 70.10 |
| 2021-03-31 | $40k | 610 | 65.57 |