Schwab Strategic Tr cmn shares owned by Financial Strategies Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Financial Strategies Group
from 13F filings
Historical chart of Financial Strategies Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 73k | 28.79 |
| 2025-06-30 | $2.1M | 76k | 28.01 |
| 2025-03-31 | $1.9M | 75k | 25.03 |
| 2024-12-31 | $1.8M | 69k | 25.77 |
| 2024-09-30 | $1.8M | 65k | 27.17 |
| 2024-06-30 | $1.7M | 23k | 74.03 |
| 2024-03-31 | $1.7M | 23k | 74.91 |
| 2023-12-31 | $1.7M | 24k | 69.76 |
| 2023-09-30 | $1.7M | 26k | 64.70 |
| 2023-06-30 | $1.6M | 24k | 67.09 |
| 2023-03-31 | $1.7M | 25k | 65.58 |
| 2022-12-31 | $1.6M | 24k | 66.02 |
| 2022-09-30 | $1.4M | 23k | 58.49 |
| 2022-06-30 | $1.5M | 23k | 62.42 |
| 2022-03-31 | $527k | 7.4k | 71.44 |
More positions owned by Financial Strategies Group
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